Forms can be linked to the CRM via an email notification. (Marketing360® CRM does not currently have an open API key or webhook URL)

 

There are 3 rules to help determine if a form can be linked to our CRM:

1. An email notification must be prompted to send when a form is submitted (copy must be able to be directed to our CRM)

2. The email notification must have clear headings/titles to break up the data (Name, Phone, Email etc)

3. Email notification must be in a consistent, non-changing format.

*Screenshot that helps explain #2 & #3 - https://madshot.net/2f865fc7b7de.png

We need the Headings/Titles because we map the CRM to read the data in a specific format; if the notification format is ever edited then we need to adjust the mapping portion to match.

Contact Source in our CRM is how the contact gets to the company/CRM and each   Contact Source has a unique email address. This unique email is what needs applied to the backend of the form(s) that you want to connect to the CRM. Each form will have its own, separate Contact Source in the CRM.

To Link forms to Marketing360® CRM:

1. The unique email will need to be collected from the appropriate Contact Source within the backend of the CRM. 
See screenshots: https://madshot.net/cb9ffa5f5ab9.png   https://madshot.net/183bbe681856.png   https://madshot.net/75c80cd4dd0d.png

2. The unique email will need plugged in on the backend of the form

3. Please note – the notification for the form may need created or formatted with clear Headings/Titles (eg: Name: Phone: Email: etc)

4. Once the unique email is applied to the backend of the form, send a test email from the form.  This initial test will populate into the backend of the CRM under the appropriate Contact Source

Once the test email notification is populated into the Contact Source on the backend, you will continue with setting *Submission rules, if applicable, and mapping the CRM to properly read the email format.
See screenshots: https://madshot.net/49c30157017f.png  https://madshot.net/bceeef7569bd.png https://madshot.net/c32acee5a505.png

*Submission rules is where you can set ‘rules’ for contacts to come into your CRM and automatically apply a Contact Type, Contact Status, Tag or Assigned To a specific User(s)