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General Information on Form Integrations
General Information on Form Integrations
Mariia Lobchenko avatar
Written by Mariia Lobchenko
Updated over 7 months ago

By using Ringostat's integration with forms, you will be able to activate the mechanism for tracking form submissions on your website.

These forms can be diverse: requests for a callback, feedback, or even forms for submitting complaints and suggestions.

IMPORTANT! This setting is only relevant if you already have your own feedback forms on your website. With Ringostat, forms are not created but rather intercepted.

This functionality is included in the cost of Callback and Call Tracking.


Integration Benefits:

  • After activation and setup, Ringostat will automatically register form filling and submission in your services, allowing you to use this information in your further work.

  • When filling out a form, Ringostat will transmit not only the data entered by the user but also the client's UTM transition tags, as well as their client ID for further analysis of your advertising conversions.

  • You can set up an automatic call to the client at the phone number they provided in the form after it is submitted during business hours (only available upon activation of the Callback product in your project).

  • There is a field completion check — the form will not be sent until the client fills out all required fields.

  • There is field validation for email-type fields, as well as a plugin for phone number verification.


Types of Forms

There are two types of forms available:

Simple configuration allows you to quickly configure capturing of your forms. It's enough to enter the field names (the "Name" attribute) of all the forms you need to intercept. How to enable this setting is described here.

Drawbacks:

- Does not work with fields that don't have a “Name” attribute for input;

- Does not work if the button does not have a “Submit” type;

- No field completion check, empty submissions may be sent;

- No field validation for email-type fields, as well as no phone number verification plugin;

- Does not work with complex forms, such as those on the Tilda website, for example;

- Does not work with other attributes, such as “Select”, for example, when you need to pass one of the form options.

Advanced configuration allows you to capture more complex forms, even if the forms are dynamic. Everything that is not available in the simple method can be implemented through the advanced setup, which we have described here.

Drawbacks:

- Knowledge of XML Path Language is required for setup.


Available ready-made CRM integrations to which you can transfer leads from your forms

Forms integration is available for the following CRM:

In the above-mentioned CRMs, you can choose which entities to create (lead/deal/request, etc.) when a form is submitted, as well as tasks. An example of such a setup in the integration settings:

Attention! When creating entities from forms, we check for the presence of an open entity in the CRM to avoid duplicates.

The check is carried out with the following priority:

We first look for an OPEN entity by number, then by email, and then by client ID (open client session).

If we find an open entity — we attach a task to the found entity with the client's data.

It's important to understand that if a client visits the site and leaves several requests with different numbers, but with the same client ID, we won't create new entities for requests with different numbers. Instead, we'll attach tasks (if specified in the integration scenario) to one open deal/lead with the shared client ID.


Other Form Integrations

  • If you didn't find the CRM you need in the list above, you can connect your developers and set up the transfer of form submissions to the system you need via Webhooks on the "Form Submit" event.

  • You can also send form submissions to a Telegram group. For this, you need to contact technical support and we will assist you 🙂

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