Custom Fields

• Create a Custom Lead Field

  Hey there! In this article, you’ll learn how to create your own custom lead fields in Spreadly so you can collect exactly the info you need from your leads. If you want a deep dive into all the different types of lead fields, check out this article. StepFeatured

• Types of Custom Lead Fields

  Hey there! In this article, we’re diving into the different types of custom lead fields you can set up with Spreadly. Whether you want to collect info with forms, enrich your CRM data with AI, or automatically fill fields from card scans. Spreadly’s got you covered. Overview: What are Custom Lead Fields? Custom lFew readers

• Map Custom Lead Fields to Your CRM

  Want to sync not just the default lead details (like name, contact details, job info) but also your custom fields from Spreadly to your CRM? No problem! In this guide, we'll show you step by step how to map custom lead fields, including how to grab the right API key from your CRM system (specifically for HubSpot and Pipedrive).Few readers

Lead Forms

• Customize Your Lead Form Follow-Up Email

  n this article, we'll walk you through customizing the automatic follow-up email for your Lead Form using Spreadly. We'll cover how to use the Liquid template language to create dynamic, personalized emails, show you how logic works for digital business cards, and explain how to use language translation placeholders. Plus, you'll see how your edits look in real time with the handy email preview!Few readers

• Conditional Form Fields

  Hey there! In this article, we’ll show you how to set up conditional form fields in Spreadly, so your forms only ask for what’s actually needed. Let’s walk through a classic example: You want a user to enter a phone number only if they don’t provide an email. If they type in their email, the phone field disappears (and isn’t required anymore). Magic, right?Few readers

• Create a New Lead Form

  In this quick guide, we'll walk you through how to create a brand new Lead Form in Spreadly. Lead Forms help you collect information from your prospects and organize your sales pipeline like a pro. If you want to customize what info you collect, you're in the right spot! Step 1: Go to Lead Forms First, you need to find the Lead Forms section in Spreadly: In the sidebar, click on Leads within the Teams section to expand it. Then click on Lead Forms. Step 2: Open the LeadFew readers

• Add Fields to a Lead Form

  In this article, we’ll show you how easy it is to add fields to your lead form in Spreadly. 1. Open the Lead Form Builder When you start creating a new lead form, you’ll see two main sections: Lead Form Fields (left) Available Fields (right) Here’s what it looks like when you’re just getting started: Initial lead form builder wiFew readers

• Add Lead Form on Digital Business Cards

  In this article, we'll walk you through how to add a lead form to your Spreadly digital business card. This is super handy if you want to easily collect leads, get in touch with potential clients, or just make networking way smoother.Few readers

• Lead Form Follow-Up Email

  In this article, we’ll show you how the automatic Follow-Up email works when someone fills out your Spreadly Lead Form. By default, this feature is switched on, so your leads get a quick email with all the info they need – super handy for keeping the conversation going!Few readers

CRM Integration

• Sync Leads with Salesforce

  To sync collected leads with Salesforce, go to "Integrations" "HR Integrations" "Salesforce" (You can also search for "Salesforce" at the top.) Click "Connect." Log in to your Salesforce account to authorize the connection. That's it! New leads will automatically be added to your Lead list in Salesforce.Few readers

• Send Leads with a Webhooks

  Spreadly sends an HTTP POST with a JSON body containing a single lead object whenever a lead is created or updated. Authentication uses an HMAC SHA-256 signature over the raw request body. Typical destinations: Automation platforms (Zapier, Make, n8n) Serverless (AWS Lambda, Vercel, Cloudflare) Custom APIs/middleware Setup In your Spreadly dashboard, go to: Leads → CRM Integrations → Webhook CFew readers

• Leads List

  Shows the leadsFew readers