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Integrations

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What is the Integrations page?

The Integrations page is where you build widgets — embeddable multi-step forms you can place on any website. When a visitor fills out a widget form, Financely automatically creates a lead in your account and (optionally) generates a proposal draft. Widgets are the primary way to connect your existing website to Financely without rebuilding it.

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The three tabs

Design

Build and configure your widget — add pages, blocks, and fields. Available once you select or create a widget.

Share & Embed

Get the embed script or shareable link to put the widget on your website. Available once a widget is selected.

Automations

Connect webhooks, Zapier, and Google Sheets to your widget submissions. Always accessible.
The Design and Share & Embed tabs require a widget to be selected first. If no widget is selected, they are locked. Click a widget from the grid or create a new one to unlock them.

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Widget lifecycle

Create widget → Build pages & blocks → Publish → Copy embed script → Paste on website → Receive leads
  1. Create — give the widget a name
  2. Build — add pages and input blocks (text, email, phone, select, etc.)
  3. Publish — make the widget live (draft widgets do not accept submissions)
  4. Embed — copy the script tag from the Share & Embed tab and paste it on your site
  5. Receive leads — every submission creates a lead in Financely automatically

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Managing multiple widgets

The main Integrations view shows a grid of all your widgets. Each card displays the widget name and its current status (Published or Draft). Click any card to open and edit that widget. Use the Create New tile to start a blank widget.

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Next steps

Build a widget

Step-by-step guide to building, publishing, and embedding a widget on your website.

Set up automations

Connect webhooks, Zapier, and Google Sheets to receive submission data in other tools.