Unbounce


Unbounce enables you to build high-converting landing pages using professional templates and forms.

By installing this integration, you can push the leads' details to OnePageCRM via your landing page. The newly created contacts are automatically assigned Next Action, lead source, contact owner, status and tags. Also every time a new lead is submitted the contact owner is notified by email.

Follow instructions below to activate lead capture in OnePageCRM via Unbounce landing page:

  1. Go to Apps > Integrations (see A).
  2. Click on the Unbounce logo under the Lead Generation Apps category (see B).
  3. On the Unbounce page, click on the Install button to enable this integration (see C).
  4. Once this integration is installed, you are brought to the Configuration tab.
  5. In Step 1, add a form to your landing page in Unbounce.
  6. Return to OnePageCRM's Unbounce Configuration and in the Step 2: Connect Unbounce to OnePageCRM copy WebHook URL (see D).

  7. To connect Unbounce with OnePageCRM:
    • Open your landing page settings in Unbounce.
    • Scroll down to Leads & Form Integrations > click WebHook: POST to URL (see E).
    • In the pop-up, paste OnePageCRM's Webhook URL into the URL for POST field (see F).
    • Click Continue -> to connect Unbounce with OnePageCRM (see G).
  8. Once connected, click on Configure Field Mapping to initiate the mapping process.
  9. In the generated pop-up, some Unbounce Form Fields are mapped to editable WebHook (POST to URL) Fields with the same name.
    For fields to be correctly captured in OnePageCRM the WebHook (POST to URL) Field name has to match OnePageCRM contact field name
    (see H):
    • Not mapped fields have to be manually mapped to an option available from the WebHook (POST to URL) Field drop-down list.
    • If OnePageCRM contact field name doesn't exist in the WebHook (POST to URL) Field drop-down list, select (+) Add new field and create the field with the same name as in OnePageCRM (see I).
  10. MAPPING TIPS
    • Standard WebHook (POST to URL) fields such as: "first name", "last name", "email", "phone", "website", "address", "country", "state" or "province", "zip" are automatically matched to the same name OnePageCRM contact fields.
    • If "name" WebHook (POST to URL) field exist, the first word will be mapped as first name and any words after this are considered as last name
      • If the Unbounce landing page form contains "last name" and "name" fields, first name is taken from the "name" field and the last name is taken from the "last name" field.
      • If the Unbounce landing page form contains "first name" and "name" fields, first name is taken from the " first name" field and the last name is taken from the "name" field.
    • If you add a multi-line text field and label it "Background" in Unbounce, we will map that field to OnePageCRM's Background field.
    • If you add a Text field and label it Company, Organisation or "Organization" in Unbounce, we will map that field to OnePageCRM's Company field.
    • If WebHook (POST to URL) field name and type in Unbounce has the same name and type as a Custom field in OnePageCRM, we will map them. For example Coupon (Single line) - Unbounce to Coupon (Single line) - OnePageCRM etc.
    • All the form fields that are matched to a non-existing OnePageCRM field are stored as a Note under the contact's timeline.
  11. Return to OnePageCRM: Unbounce > Configuration tab > Step 4Configure the data capture in OnePageCRM section, set the default parameters to be gathered from Unbounce landing page leads:
    • Enter Landing page name (see J). Landing page name must exactly match the landing page name.in Unbounce.
    • Set Next Action text and date.
    • Set Lead Source by selecting an option from the drop-down list.
    • Set Status by selecting an option from the drop-down list.
    • Apply tags.
    • Set a Team member as the owner of new contacts submitted via this form
    • Set Notification email to Yes, if you wish to be notified about creating a new contact from the form submission.
    • Click Save to submit your settings (see K).
  12. Add another Unbounce landing page

    You can have multiple Unbounce landing pages running at the same time. To link another landing page to your OnePageCRM account click on  Add another Unbounce form link and follow the configuration steps above.

    Edit an existing Unbounce landing page

    To edit an Unbounce form configuration click on the pencil icon in the top bar of the existing landing page, update the settings and click Save.

    Delete an Unbounce landing page

    To delete an Unbounce form click on the bin icon in the top bar and click OK in the warning message.

    How to pin Unbounce to the Apps menu

    To pin the Unbounce integration to the Apps menu (see L), select the check-box: Pin this application to the Apps menu (see M). 

    NOTES
    • Unbounce integration can be enabled and configured by Account Owner or Administrator.
    • The landing page URL can be changed in Unbounce by clicking on Change URL to the left of the landing page address.
    • To change the landing page name in Unbounce by hovering on the name and click on the Edit Name button.
    • To link multiple landing pages to the same OnePageCRM Data capture setting (Configuration > Step 4), use the same landing page name.
    • Every time a new WebHook URL is generated or integration re-installed in OnePageCRM, the URL has to be changed over in Unbounce. Go to your landing page settings > click Leads & Form Integrations > WebHook: POST to URL > Change WebHook URL.

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