Website forms can be submitted to Flywheel using two methods:

  1. Posting to Flywheel from existing web forms.
  2. Creating a new form in Flywheel, posting generated form code to your website. 


Posting From Existing Forms

Existing web forms can post to Flywheel using the following URL: https://[instance_name]/index.php?entryPoint=WebToPersonCapture&moduleDir=Leads


All "Leads" fields in Flywheel (including custom fields) in your Flywheel instance can be submitted via webforms. Flywheel administrators can also create custom fields to match website forms. 


The most common fields submitted include:


Field Name
Field ID (used to post)
Additional Field Notes
First Name
first_name

Last Name*
last_name*

E-Mail
email

Office Phone
phone_work

Mobile Phone
mobile phone

Comments/Description
description
User-entered form notes & information
Address
primary_address_street
Street address of submission
City
primary_address_city

State
primary_address_state

Zip
primary_address_postalcode

TypeTypeDefines if the lead is a Customer or Dealer lead. Usually a hidden field.
External IDexternal_account_idUsed on dealer-specific landing pages to automatically assign a dealer in Flywheel. Hidden field.
Campaign ID*
campaign_id*
Hidden static value of the Campaign. Used to prevent form spam. Flywheel can provide static value. Hidden field.

Assigned User ID *assigned_user_idValue should be a CRM ID. This user will be credited as 'creating' the record and will also have it assigned to them if there is no matching Dealer Rep
Redirect Urlredirect_url
This is a non-crm field. The app will redirect to the Url provided here after submitting the data. Typically this is a "Thanks for submitting" type page. 

*Required field


The format for submitting each field is: 


<input name="[Field ID]" value="[value you want to submit]" /> 



Creating a Website New Form

Important note: Form formatting is not included in the Flywheel form generator. We recommend working with your website provider to format/integrate forms into your website.


To create a new web form in Flywheel, follow these steps:

  1. Click on Marketing > Campaigns.
  2. Click on "Create Person Form" on the sidebar or top pop down bar.
  3. Add the fields needed onto the form. Note that required fields must be added to the form - they are highlighted in blue.
  4. Click on "Next"
  5. Relate the form to a Campaign. If one doesn't exist, create one.
  6. Click "Generate Form".
  7. Review the form for accuracy and completeness. Use the editor to make any wording changes as needed.
  8. Click "Save Form"
  9. Copy code from the form to your site, or send to the person in charge of your website content.