Skip to main content
All CollectionsFeaturesHona Leads
Connecting Hona Chatbot with LeadDocket: Lead Capture Integration Guide
Connecting Hona Chatbot with LeadDocket: Lead Capture Integration Guide

This guide will walk you through how to automate lead capture from your Hona Chatbot and seamlessly push those leads to your LeadDocket account.

A
Written by Abby Peery
Updated this week

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

  1. Log in to your LeadDocket account

  2. Navigate to the Integrations section in the main menu

  3. 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:

  1. Set "Automatically Convert" to "Yes"

  2. 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:

  1. Note the Field Names of every field with Accept Data set to Yes

  2. After saving the integration, go back to the integrations list

  3. Click Definitions

  4. 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.

  1. Navigate to Custom Automations in Hona administration panel

  2. Click Create Automation (or the "+" button)

  3. Name your automation (e.g., "Chatbot to LeadDocket")

  4. Set the trigger:

    • Select "Form Submission" as the trigger type

    • Choose your chatbot form that should trigger the integration

  5. 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:

  1. An Opportunity is always created in LeadDocket

  2. A Lead is created only if all required fields are present

  3. If fields are missing, debug information is added to the notes

Testing Your Integration

You can test your integration by:

  1. Submitting a test through your Hona Chatbot on your website

  2. Checking LeadDocket for the new Opportunity/Lead

  3. 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

  1. Start simple - Begin with essential fields and expand as needed

  2. Create separate integrations for different lead sources to better track where leads originate

  3. Enable debug information during setup and testing to identify any configuration issues

  4. Make required fields mandatory in your Hona forms to ensure leads are properly created

  5. Document your field mappings for future reference and easier troubleshooting

  6. Test thoroughly before going live to ensure the process works as expected

  7. 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!

Did this answer your question?