HappierleadsDocs
Embed Happierleads screens

Scenario 1: a client signs up

A new client fills in your sign-up form: your server creates their website and trial, then their first page opens the install screen.

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A new client fills in your sign-up form. In the same request your server creates their Happierleads website, then their first page opens the install screen.

Every API call, in orderClick any row: the call, a cURL to copy and the page where you can run it.

A new client fills in your sign-up form. In the same request your server creates their Happierleads website, then their first page opens the install screen.

Your user's browseryour pageYour serverholds both keysHappierleadsAPI + screens on your domainEmbedded screenthe iframe on your page1POST /signup · your own form2POST /admin/websites?privateKey=…3201 { websiteId }4Save websiteId on YOUR customer, in YOUR database5PUT /admin/websites/set-limits/:id6200 · leads set7PUT /admin/websites/toggle-limits/:id8200 · trial until the end date9Sign-up done → open your Leads page10GET /api/leads-embed?view=auto11Signed in? Find company.happierleadsWebsiteId12POST /v3/embed/sessions · Bearer hle_…13201 { url } · one use, 60 s14200 { url } · Cache-Control: no-store15<iframe src="{url}"> · the screen loads
Request to HappierleadsResponseYour own app (no Happierleads call)A check or a dashboard step
Already have clients? Before you go live, run the one-off migration: it gives every client you already have a website, the same calls as Scenario 1, so they see their screens the first time they log in.

Next: Scenario 2: a client logs in.

Start here: one-time setup

Once, before your first client: your domain, embedding switched on with your keys, and a website for every client you already have.

Scenario 2: a client logs in

A client who already has a website signs in: nothing is created, your server asks for a one-time link and their leads open.

On this page

1. Your sign-up, exactly as today2–3. Create their website4. Save the websiteId on YOUR customer5–6. Their leads and email accounts7–8. Trial until the end date9. Send them to your Leads page10–14. Your page asks your server for a one-time link15. The screen loads