- Welcome to the Knowledge Base
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Marketing
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Workbooks Web Insights
- Tracking Code
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- Viewing Web Insights Data on your Form Layouts
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- Gator Popup
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
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Integrations
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Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
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Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
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- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
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- QuickBooks Online
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Email Integrations
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Event & Webinar Integration Tools
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Configuration
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Releases & Roadmap
- Roadmap
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Using Web Forms in Workbooks
The Web2Case and Web2Lead Web Forms work in similar ways. However, there are differences in behaviour between each of the Forms and what happens when information is submitted through them. This page will explain what happens within Workbooks when the information is submitted.
Both Forms will create a new Record on submission, it will not check for duplicate Records within Worbooks.
Web2Case
When information on the form is submitted it populates all of the respective Fields on your Case Record, the only Required Field on the Web2Case form by default is the Summary, however you may want to configure the Contact email field to also be required as this is used to look up the Case’s Primary Contact.
When an email address is entered the Web2Case Form runs a lookup in Workbooks to find a Person Record with a matching Primary Email field.
If one is found this Person is then set as the Case’s Primary Contact, if one is not found only the Email Field is populated on the Case. A Person Record may then need to be created in your Workbooks database.
Web2Lead
When information is submitted on the Web2Lead form it will create a new Sales Lead. By default the only required field on the Form is the Person name. However, it is worth configuring the Email field to be required also, as this can be used as an easier way to match records for identifying potential duplicates.
Additionally - you are able to configure the creation of Compliance Records on the Web2Lead Form. These can be set values and hidden from the User so that an identical Compliance Record is created every time the Form is submitted. If you have multiple Web2Lead forms on your website you can set these values to be different on each form.
You will need to decide which Legal Grounds and Purpose you are using in line with your GDPR policy.
On submission the Lead and Compliance Record are created within the database instantly.