Following these steps and you'll create a smooth flow of information from website visitors interacting with your chatbot directly into your lead management system.
Understanding Hona Chatbot to LeadDocket Integration
The Hona Chatbot to LeadDocket integration allows you to:
Automatically capture lead information through your website chatbot
Push this information directly to LeadDocket without manual data entry
Create new opportunities and leads in LeadDocket from chatbot interactions
Keep your lead management system updated in real-time
Focus on lead follow-up rather than data entry
Creating A LeadDocket Integration
The LeadDocket API does not provide an endpoint to create Leads or opportunities directly. Instead, LeadDocket provides "integrations" - touchpoints you can create that allow automatic information pushing.
Step 1: Set up the integration in LeadDocket
Log in to your LeadDocket account
Navigate to the Integrations section in the main menu
Click "Add New"
Select the appropriate integration type:
Web Form - For Hona Chatbot (recommended)
Web Chat - Alternative option for website chat integrations
Pro tip: If you have multiple Hona Chatbots (e.g., different ones for various practice areas), create separate integrations for each to better track lead sources.
Step 2: Configure the integration
Once created, click "EDIT" on your new integration. This is where the important configuration happens:
1. Automatic Lead Creation
It's important to understand that a LeadDocket integration creates an opportunity by default, not a lead. To automatically create leads:
Set "Automatically Convert" to "Yes"
Enable "Add Debug Information to notes" to help with troubleshooting
For a lead to be created successfully, all required fields must be included. The most common required fields are:
- First name
- Last name
- Marketing source
- Contact source
- Case type
- Summary
- Severity level
- Office
- Assigned to intake
- Lead status
- Lead substatus
Note: Your firm may have customized LeadDocket with additional required fields. Check with your LeadDocket administrator if you're unsure.
If any required fields are missing, an opportunity will be created, but not a lead. When debug information is enabled, missing fields will be noted:
2. Adding Form Fields
To pass information from Hona to LeadDocket, you need to add form fields. Click "Add Form Field" and configure each field.
Fields fall into two categories:
3. Fields that Accept Data
Set "Accept Data" to "Yes" for fields that should receive dynamic values from Hona forms. Examples include:
First name
Last name
Email
Phone number
Summary/description
Any custom questions from your intake form
When "Accept Data" is set to "Yes", the information entered by your leads in the Hona form will be passed to LeadDocket.
4. Fields that Do Not Accept Data
Set "Accept Data" to "No" for fields that should have the same value for every lead. These typically use LeadDocket IDs and are often dropdown-type fields. Examples include:
Marketing Source (e.g., always "Website")
Office location
Assigned intake person
Default lead status
For these fields, you'll set a specific default value that will be used for all leads coming through this integration.
Using a LeadDocket Integration in Hona
Step 1: Gather the integration information
Before setting up in Hona, collect these items from LeadDocket:
Note the Field Names of every field with Accept Data set to Yes
After saving the integration, go back to the integrations list
Click Definitions
Copy the JSON POST URL (second URL listed)
Format: https://[companyname].leaddocket.com/opportunities/formjson/[number]
Step 2: Set up a Custom Automation in Hona
In Hona, you'll use Custom Automations to push chatbot submissions to LeadDocket.
Navigate to Custom Automations in Hona administration panel
Click Create Automation (or the "+" button)
Name your automation (e.g., "Chatbot to LeadDocket")
Set the trigger:
Select "Form Submission" as the trigger type
Choose your chatbot form that should trigger the integration
Add the LeadDocket action:
Click "Add Action"
Select "Create Lead in LeadDocket"
Paste the JSON POST URL you copied earlier
Map your chatbot form questions to the appropriate LeadDocket fields
Important: Make sure to map every required field from LeadDocket to ensure leads are created properly.
Understanding the Lead Flow
When a lead is captured in Hona and pushed to LeadDocket:
An Opportunity is always created in LeadDocket
A Lead is created only if all required fields are present
If fields are missing, debug information is added to the notes
Testing Your Integration
You can test your integration by:
Submitting a test through your Hona Chatbot on your website
Checking LeadDocket for the new Opportunity/Lead
Verifying all fields mapped correctly
Troubleshooting Tips
Common Issues
Leads not being created automatically:
Check if all required fields are being passed
Look at the Opportunity notes for debug information
Verify field formats match LeadDocket expectations
Field mapping problems:
Ensure field names match exactly
For non-text fields, verify the correct ID values are being used
Remember that fields with "Accept Data = No" must have valid preset values
Best Practices
Start simple - Begin with essential fields and expand as needed
Create separate integrations for different lead sources to better track where leads originate
Enable debug information during setup and testing to identify any configuration issues
Make required fields mandatory in your Hona forms to ensure leads are properly created
Document your field mappings for future reference and easier troubleshooting
Test thoroughly before going live to ensure the process works as expected
Review your lead capture forms periodically to ensure they're collecting all necessary information
Need Help?
If you encounter any issues with your LeadDocket integration please reach out!