Posting form data to a non-integrated CRM

  • selvecchio85
    Asked on August 10, 2016 at 1:32 PM

    My CRM has an API to be able to post data into it from various form applications. How can I add my API key to a form to post this information to my CRM.

  • Welvin Support Team Lead
    Replied on August 10, 2016 at 1:48 PM

    What CRM are you using? Maybe, you can do it with Webhook: https://www.jotform.com/help/245-How-to-Setup-Webhook-with-JotForm. Or, through Send Post method: https://www.jotform.com/help/51-How-to-Post-Submission-Data-to-Thank-You-Page.

    Please provide us a documentation of that CRM API so we can check and try to help you set it up in the form. The two above is the only way you can do the connection if it's not listed in our list of integrations.

  • selvecchio85
    Replied on August 10, 2016 at 7:13 PM

    Vacation CRM, I'm looking to do a PostRequest form. How can I email you the Word documentation?

  • Elton Support Team Lead
    Replied on August 11, 2016 at 1:01 AM

    @selvecchio85

    Thanks for your reply.

    Unfortunately, we do not have direct integration with Vacation CRM yet. However, if you want to integrate it yourself through an API or POST, you have to write your script to integrate JotForm with your CRM. If you're not quite familiar with web scripting languages, I suggest hiring a developer.

    Here's an additional reference: https://api.jotform.com

    Thank you!

  • selvecchio85
    Replied on August 13, 2016 at 5:31 PM

    I know it can be done using webhooks, but I need to see an example of how to format my POST call using the jotform webhook. Your standard documentation for webhook doesn't give me enough information. What should an api POST url look like when setting up a webhook integration?

  • Welvin Support Team Lead
    Replied on August 13, 2016 at 6:20 PM

    Please send the documentation to support@jotform.com so we can check that. Inform us here after. Please don't forget to mention this thread in your email.

    We have two Webhook samples from this guide that you can check: https://www.jotform.com/help/248-Webhook-PHP-Script-Examples