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. | Before we start: Custom lead fields let you personalize what info you collect about your leads. Super handy for making your lead management fit your workflow! StepFeaturedTypes 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. | You can configure mapping to your CRM fields here: How to map custom lead fields to your CRM Overview: What are Custom Lead Fields? Custom lFew readersMap 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). | Note: If your CRM field is a dropdown/select field and your custom field in Spreadly is also a select, we'll automatically pull the predefined options from your CRM.Few readers
Lead Forms
Conditional Lead 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? | See Add Fields to a Lead Form on how to add Fields to aSome readersCustomize 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! || Heads up: If you want to dive deeper into Liquid, check out [Shopify's Liquid introduction](httpsFew readersCreate 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 readersAdd Fields to a Lead Form
In this article, we’ll show you how easy it is to add/remove fields to your lead form in Spreadly to customize the Lead Form to your needs. | See Conditional Form Fields on how to make Lead Form Fields conditional. 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 justFew readersLead 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! || Want to send a personalized email instead? Check out our guide here: How to customize your Lead Form Follow-Up Email | The follow-up eFew readersAdd 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. | Need help creating your first lead form? Start here: Create a New Lead Form | Quick Info: To learn how to add custom fields to your lead forms, check out this guide: [Add Fields to a Lead Form](https://help.spreadly.app/en/article/add-fields-to-a-lead-formFew readers
CRM Integrations
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 readersSend Leads with a Webhooks
|| Requirement: A publicly reachable endpoint that accepts JSON POST requests. 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 readersConnect Spreadly with Sellsy
In this article, you'll learn how to connect Spreadly with Sellsy so that all captured leads automatically sync to your Sellsy CRM. It only takes a minute — let’s walk through it step-by-step. Connection Guide 1. Open the CRM Integration settings First, head over to your Spreadly dashboard and navigate to Team → Lead Capture → CRM Integration. In the screenshot below, you can see where to click in the sidebar: ![CRM Integration Navigation](https://storage.crisp.chat/users/helpdFew readersConnect Spreadly with Outlook Contacts
|| Note: Sync with Outlook Contacts only works with company Outlook accounts, not with Outlook.com or Hotmail accounts. How the Outlook Integration Works You can connect Spreadly with Outlook Contacts directly from the CRM integrations section. Once connected, your Leads will automatically sync to your Outlook Contacts. Important Differences from Other CRM Integrations The Outlook integration works a bit differently than other CRM integrations: Personal connection only: UnlFew readers