Gravity Forms, Jotform and your own form handler
Form tools that post from their servers: the URL, the header, the fields, and what each lead is tagged.
Most forms need nothing here: the tracking script captures them, as described on Web forms. Connect a form tool directly when it submits from its own servers rather than from the visitor's browser. Three cards under Website Forms do this: Gravity Forms, Jotform, and Resend, which is the card for a form handler you wrote yourself.
The same mechanics for all three
Connecting the card gives you a Webhook URL and a Signing Secret, shown once. Your tool must post each submission to that URL with the header X-Portal-Secret set to the secret, as application/json, application/x-www-form-urlencoded or multipart/form-data. The fields we read are name, email, phone and message; separate first_name and last_name fields are joined, common variants of the field names are recognised, and up to 15 other fields are kept with the lead under Details. Every submission needs an email or a phone number. A submission with neither is not turned into a lead; if it carried a name or a message it is also held under Tracking, Held Submissions with the reason No email or phone, read-only. Every delivery, accepted or refused, is listed under Events. The card reads Awaiting first event until the first delivery arrives, Active from then on, and Quiet when nothing has arrived for more than 7 days. The Zapier page explains each of these rules in full; they are the same here.
Gravity Forms
In your form's webhook settings, add a webhook that posts to the Webhook URL as JSON, carries the X-Portal-Secretheader, and maps the form's fields to name, email, phone and message. Each submission becomes a form lead tagged gravity-forms.
Jotform
Point your form's webhook at the Webhook URL. Jotform sends the submission wrapped in its own envelope, and Local Wrangler reads the fields inside it, including their numbered prefixes, so name your fields after name, email, phone and message and they are found. The delivery must carry the X-Portal-Secret header. Each submission becomes a form lead tagged jotform.
A form handler you wrote yourself
Connect the Resendcard. Its confirmation gives the steps: in your site's form handler, add a server-side POST request to the Webhook URL, include the header X-Portal-Secret with the secret, and send name, email, phone and message in the JSON body. Each submission becomes a form lead tagged resend.
Disconnect
Future deliveries from Gravity Forms will be rejected until you reconnect, and the event history on this card will be cleared. The same holds for Jotform and Resend. Reconnecting gives you a new URL and a new secret.