How to Integrate an Instapage Form

What the Integration Does

When a visitor submits an Instapage form, Instapage
sends the form data to TrackDrive via webhook.
TrackDrive creates a Lead record and enrolls it into
the schedule identified by the webhook URL's
lead_token. From that moment the schedule contacts
the lead automatically.

TrackDrive ships an in-app guide at /leads/instapage
(sidebar: Leads -> Submit Leads -> Instapage Guide
tile). The steps below match that guide and add detail
on where each value comes from.

Setup Steps

1. Create a TrackDrive schedule. See "How to
   Create a Schedule." On the schedule edit page,
   click API Token & Examples to reveal the
   schedule's lead token.

2. Open your Instapage form's integrations panel.
   Edit the form, open Integrations, and select
   Webhooks.

3. Paste the webhook URL into Instapage. Use this
   format, replacing YOUR_TOKEN with the schedule's
   lead token:

   https://your-trackdrive-domain.com/api/v1/leads?lead_token=YOUR_TOKEN

The Instapage tab on the schedule's
/schedules/:id/submit_leads_help page shows the
exact URL with your token already filled in.

1. Map the phone number field. In Instapage,
   configure the form's phone-number field to submit
   under the webhook field name caller_id.
   TrackDrive requires caller_id to identify the
   lead.

2. Save and publish. Save the form on Instapage
   and publish the landing page.

Verifying the Integration

Visit your live Instapage page and submit the form
with a real phone number (your own is fine for
testing). In TrackDrive, open /leads and find the
submission. The lead should appear within seconds,
carrying the form's non-reserved fields as tokens.

If the lead does not appear, the most common causes
are (in order): a missing or incorrect lead_token in
the webhook URL, a field named something other than
caller_id, and a schedule that has not been started.