With Nutshell’s Unbounce integration, you can automatically create leads and capture information from people that submit forms.
Unbounce is a beautiful tool that makes it easy to create forms and landing pages. You can use our built-in integration to automatically create leads and people in Nutshell from Unbounce forms. We'll attach the appropriate sources to each lead, so you can see which forms generate the best leads.
July 2018: We've launched a new version of this integration, which makes it even easier to get started.
Visit Nutshell's Unbounce integration under Setup > Connections > Unbounce. (You can also find this on the main Setup > Integrations list).
You'll see a page that prompts you to connect with Unbounce:
Connecting Unbounce pages
Configuring fields (optional)
Nutshell will try to automatically map fields from your Unbounce form to Nutshell fields. If we don't get it right, you can tweak those by opening up your form, click WebHooks. Click the gear, and then Configure Field Mapping. You'll see a list of every field in your form, and you can choose which Nutshell field it's mapped to.
If you're collecting custom lead fields, just make sure that you use the same field name in Unbounce and Nutshell. Custom fields from your form will automatically be attached to the newly-created lead.
Other fields that can be mapped:
account_name account_industryName account_email account_phone account_url account_tags account_address_address_1 account_address_address_2 account_address_address_3 account_address_city account_address_state account_address_postal_code account_address_country
contact_name contact_title (requires an account to be submitted simultaneously) contact_email contact_phone contact_url contact_tags contact_address_address_1 contact_address_address_2 contact_address_address_3 contact_address_city contact_address_state contact_address_postal_code contact_address_country source (Include one or more of these parameters to automatically tag a lead with additional sources from an ad or email campaign. If you have a custom field with this name, sources will not be created.) utm_source utm_medium utm_campaign utm_term utm_content product_name product_quantity competitor_name confidence note isPending tags
And that's all! When visitors fill out your form, leads will automatically be created in Nutshell. You can see any errors encountered by looking into the Unbounce WebHooks settings.
Track lead sources via utm_ parameters
If you use a service like Adwords or MailChimp to send traffic to your Unbounce pages, you might use URL parameters like `utm_source` to track how people arrive at your page. You can automatically bring this information into Nutshell as lead sources, so you can compare conversion rates and invest in your best campaigns.
To do this, follow the instructions at Unbounce's site. All you'll need to do is add hidden form fields for each possible URL parameter. For example, add a hidden field named "utm_source" — it will automatically be filled with the right data by Unbounce, and Nutshell will automatically create the appropriate lead source.
Every lead from Unbounce will have three sources. Those sources will look like this.
- Unbounce page
- Unbounce page: Name of landing page
- Unbounce page: Name of landing page (the variant of the page)
These sources are applied so you can quickly and easily filter by all leads that came from Unbounce (using the Unbounce filter), by the specific page they came from (using the name of the page as a filter), and by the variant of the page (filtering by the variant name). This gives you the ability to determine which pages and variants are most successful for you!