99Inbound Docs

When you receive a new form submission, 99Inbound can:

  • Create a new lead (with the lead status of your choosing).
  • Automatically add a note to your new lead with all the submission values.
  • Map form fields to lead and address fields.

Here’s how to get started:

Connect Base to 99Inbound

In the 99Inbound console, navigate to Integrations in the sidebar and click ‘Connect’ next to the Base CRM logo. You’ll be taken to the Base CRM Authorization screen where you’ll be asked to provide 99Inbound with permission to connect to your account

Base Oauth Popup

Connect Base to your form

Learn how to build a form, or connect an existing form to our API

Navigate to your form, scroll to ‘app sync’, and click connect to add your Base account to the form.

Connect an app

At this point the Base integration will be working, and you can test submitting a few new form entries.

Configure Base sync settings

By default all new form entries will sync to a mostly empty lead in Base. You can map your form fields to Base fields on the configuration screen.

Configure Base

Receive leads

Once you’ve saved your configuration its time to test your form! Submit a new entry to your form and watch the new lead appear in Base.

Base Lead

Each lead created by 99Inbound will also include a note with all the form values. So if you haven’t mapped every form field to a lead field you’ll still see everything here.

Next Steps

We recommend setting up a notification, to alert your sales staff in real time that they have received a new lead.