SmartMoving Leads from Web Forms
Creating SmartMoving Leads from Web Forms
If you use SmartMoving, LiveSwitch can automatically turn every Web Form submission into a new lead inside your SmartMoving account. When a customer fills out your form, LiveSwitch reads the answers, and creates the lead for you 💙
The magic is in how you label your form fields. This guide walks you through building a Web Form so that the right answers land in the right places in SmartMoving.
How it works
LiveSwitch matches each field on your Web Form to a SmartMoving lead field by its label. As long as a field's label matches the name SmartMoving expects, its answer is sent over automatically when the lead is created.
So the only thing you need to get right is the label (and, for a few fields, the field type). That's it.
Before you begin
- You have an active SmartMoving account.
- Your SmartMoving integration is connected in LiveSwitch platform "Integrations" section
- You know which Move Sizes are configured in your SmartMoving settings (you'll need these for the Move Size dropdown).
Building your form
When you add a field to your Web Form, you'll set two things that matter here:
- Label — this is what tells LiveSwitch which SmartMoving field to fill. Use the labels from the tables below.
- Field type — for most fields this is Short Text (1 line). A few fields are different (a Date for Move Date, a long text box for notes, and dropdown lists for the three fields noted below).
You only need to add the fields you actually want to collect. Every field is optional except the customer's name — include either a single Full Name field, or both First Name and Last Name.
Supported fields
Contact information
| Field label | Field type | Notes |
|---|---|---|
| Full Name | Short Text (1 line) | Use this or First Name + Last Name (not both). At least one name field is required. |
| First Name | Short Text (1 line) | Use together with Last Name instead of Full Name. |
| Last Name | Short Text (1 line) | Use together with First Name instead of Full Name. |
| Phone Number | Short Text (1 line) | |
| Extension | Short Text (1 line) | Phone extension, if any. |
| Phone Type | Dropdown List | See "Dropdown fields" section below. |
| Short Text (1 line) |
Move details
| Field label | Field type | Notes |
|---|---|---|
| Move Date | Date | |
| Move Size | Dropdown List | Must match a value from your SmartMoving Move Size settings. See "Dropdown fields" section. |
| Service Type | Dropdown List | See "Dropdown fields" section below. |
| Bedrooms | Short Text (1 line) | Number of bedrooms. |
| Notes | Long Text (More than 1 line) | Any extra details from the customer. This is the only long-text field. |
Origin address
| Field label | Field type | Notes |
|---|---|---|
| Origin Street | Short Text (1 line) | |
| Origin City | Short Text (1 line) | |
| Origin State | Short Text (1 line) | |
| Origin Zip | Short Text (1 line) | |
| Origin Address | Short Text (1 line) | The whole "from" address in a single field. |
Destination address
| Field label | Field type | Notes |
|---|---|---|
| Destination Street | Short Text (1 line) | |
| Destination City | Short Text (1 line) | |
| Destination State | Short Text (1 line) | |
| Destination Zip | Short Text (1 line) | |
| Destination Address | Short Text (1 line) | The whole "to" address in a single field. |
About addresses: For each address, pick one approach — either the individual fields (Street, City, State, Zip) or the single full-address field. Don't use both for the same address.
- Origin: use Origin Street / City / State / Zip or Origin Address Full.
- Destination: use Destination Street / City / State / Zip or Destination Address Full.
Dropdown fields
Three fields should be set up as a Dropdown List so your customers pick from a fixed set of choices. This keeps the values clean and ensures they're accepted by SmartMoving.
For each option in a dropdown, set both the visible label and the stored value to the exact value shown below (the stored value is what gets sent to SmartMoving).
Phone Type
Add these options:
MobileHomeOfficeOther
Move Size
Add one option for each Move Size configured in your SmartMoving settings. The values must match your SmartMoving Move Sizes exactly (for example: Studio, 1 Bedroom, 2 Bedroom, 3 Bedroom Home, …). Because every company sets these up differently, copy them straight from your SmartMoving account.
Service Type
Add these options:
MovingPackingMovingAndPackingLoadOnlyUnloadOnlyCommercialStorageInBoundStorageOutBoundInnerHouseJunkRemovalLaborOnly
Example form
A simple but complete moving-quote form might include:
| Label | Field type |
|---|---|
| Full Name | Short Text (1 line) |
| Short Text (1 line) | |
| Phone Number | Short Text (1 line) |
| Phone Type | Dropdown List |
| Move Date | Date |
| Move Size | Dropdown List |
| Service Type | Dropdown List |
| Origin Address | Short Text (1 line) |
| Destination Address | Short Text (1 line) |
| Notes | Long Text (More than 1 line) |
When a customer submits this form, LiveSwitch creates a matching lead in SmartMoving automatically.
Tips & troubleshooting
- Lead not showing up in SmartMoving? Double-check your field labels against the tables above — a mislabeled field is the most common cause.
- Move Size rejected or creating duplicates? Make sure the dropdown values match your SmartMoving Move Size settings exactly.
- Extra fields are fine. You can include other questions on your form for your own use — they simply won't be mapped to a SmartMoving lead field.