One of the best ways to find the right partners to partner with is by receiving leads from existing ones. By integrating your third-party CRM system lead forms into your partners’ Dashboards, you can leverage your existing partnerships in impact.com to generate leads.
Serve a third-party lead form to your partners
This feature is only accessible to specific impact.com editions or add-ons. Contact us to upgrade your account and get access!From the left navigation menu, select Content → Widgets.
In the top-right corner, select Create Widget → Lead Form.
Enter the Name of the lead form.
Optionally, enter a Description for the lead form.
Select the Source of your third-party lead form.
Select
[Radio Button] URL and enter the lead form URL. Partners who use the lead form with a URL source will be automatically attributed with the lead.Alternatively, select
[Radio Button] Embed Code and enter the embed code into the field provided.If you select Embed Code as your lead form source, you must add the partner ID token
irpid={irpid}in your embed code to track and attribute leads to partners. If you select URL as your lead form source, the token is automatically appended as a query parameter, so leads will automatically be attributed to partners who submit them.
See examples of a source URL and Embed Code below.
Example Source URL:
https://share.hsforms.com/1234_0AbCDE1FgHIjKLmnop2qExample Source Embed Code:
<script charset="utf-8" type="text/javascript" src="//js.hsforms.net/forms/shell.js"></script> <script> irpid={irpid}; </script> <script> hbspt.forms.create({ region: "sa1", portalId: "12345678", formId: "e0e27fd0-8a84-446d-92b4-952450e76a6a" }); </script>
Optionally,
[Toggle on] Restrict Partner Access to set which partners can use this lead form. You can restrict the lead form to specific Partners or Partner Groups.Optionally, add Labels to your lead form.
Set the Language of the lead form.
Select Save.
Optionally, select Preview for a preliminary display of the lead form.
Once you’ve created the lead form widget, it will become available to partners who are partnered with you as a widget on their dashboard.
Note: Refer to the Hubspot integration to track lead form submissions and monitor changes in status for contacts and deals (such as a lead turning into a sale) in impact.com.