CRM

CRM integrations are one of the provided integrations with Formie, and are used for a variety of different needs. Mostly commonly, this integration pushes data related to “Contacts” and “Leads”. Each provider will have different names and available data available to be mapped. For instance, you might want to add someone to a “Potentials” list in your CRM, so you can follow up with later, or build complex automations.

Formie uses Craft‘s Queue system to send data to third-party providers. When a submission is successful a job is added to the queue so that it can be processed asynchronously.

You can create CRM integrations by going to FormieSettingsCRM. You can pick from a list of providers Formie supports, and provide details for connecting to their respective APIs. You can also created multiple CRM integrations, in case you need to connect to multiple, different providers.

You can also test the connection to the APIs, to ensure that your site and Formie can communicate with the API.

Once created, enabled and connected, these integrations will be available to configure in your forms.

Refresh Integration #

Formie will fetch a number of data objects for the provider - each being specific to the provider. These objects are are cached for performance, you can also refresh the available data objects if they change.

Field Mapping

For each data object, Formie will also fetch all available fields, and any provider-specific fields for a particular CRM provider or data object. You can map which Formie fields should have their values connected to their third-party field counterpart. Each field mapping field can be opted-in, in case you don't require mapping content to all data objects.

Supported Providers #

Formie integrates with the following providers:

  • ActiveCampaign
  • Avochato
  • Freshdesk
  • Freshsales
  • HubSpot
  • Infusionsoft
  • Insightly
  • Mercury
  • Pipedrive
  • Pipeliner
  • Salesflare
  • Salesforce
  • Scoro
  • SharpSpring
  • vCita
  • Zoho

Is your provider not in the list above? Contact us to submit your interest, or look at the Custom Integration docs to write your own provider support.

ActiveCampaign #

Follow the below steps to connect to the ActiveCampaign API.

Step 1. Connect to the ActiveCampaign API #

  1. Go to ActiveCampaign and login to your account.
  2. In the left-hand menu, click Settings.
  3. In the left-hand sub-menu, click Developer.
  4. Copy the API URL from ActiveCampaign and paste in the API URL field in Formie.
  5. Copy the API Key from ActiveCampaign and paste in the API Key field in Formie.

Step 2. Test Connection #

  1. Save this integration.
  2. Click on the Refresh button in the right-hand sidebar.

Step 3. Form Setting #

  1. Go to the form you want to enable this integration on.
  2. Click the Integrations tab.
  3. In the left-hand sidebar, select the name you gave the integration.
  4. Enable the integration and fill out all required fields.
  5. Click Save to save the form.

Avochato #

Follow the below steps to connect to the Avochato API.

Step 1. Connect to the Avochato API #

  1. Go to Avochato and login to your account.
  2. In the left-hand sidebar menu, click on Settings.
  3. Click the Generate Credentials button.
  4. Copy the Auth ID from Avochato and paste in the Auth ID field in Formie.
  5. Copy the Auth Secret from Avochato and paste in the Auth Secret field in Formie.

Step 2. Test Connection #

  1. Save this integration.
  2. Click on the Refresh button in the right-hand sidebar.

Step 3. Form Setting #

  1. Go to the form you want to enable this integration on.
  2. Click the Integrations tab.
  3. In the left-hand sidebar, select the name you gave the integration.
  4. Enable the integration and fill out all required fields.
  5. Click Save to save the form.

Freshdesk #

Follow the below steps to connect to the Freshdesk API.

Step 1. Connect to the Freshdesk API #

  1. Go to Freshdesk and login to your account.
  2. Click on your profile dropdown on the top-right of the screen, and select Profile Settings.
  3. Copy the API Key from Freshdesk and paste in the API Key field in Formie.

Step 2. Test Connection #

  1. Save this integration.
  2. Click on the Refresh button in the right-hand sidebar.

Step 3. Form Setting #

  1. Go to the form you want to enable this integration on.
  2. Click the Integrations tab.
  3. In the left-hand sidebar, select the name you gave the integration.
  4. Enable the integration and fill out all required fields.
  5. Click Save to save the form.

Freshsales #

Follow the below steps to connect to the Freshdesk API.

Step 1. Connect to the Freshdesk API #

  1. Go to {name} and login to your account.
  2. Click on your profile dropdown on the top-right of the screen, and select Settings.
  3. Click on the API Settings button.
  4. Copy the API Key from Freshdesk and paste in the API Key field in Formie.

Step 2. Test Connection #

  1. Save this integration.
  2. Click on the Refresh button in the right-hand sidebar.

Step 3. Form Setting #

  1. Go to the form you want to enable this integration on.
  2. Click the Integrations tab.
  3. In the left-hand sidebar, select the name you gave the integration.
  4. Enable the integration and fill out all required fields.
  5. Click Save to save the form.

HubSpot #

Follow the below steps to connect to the HubSpot API.

Step 1. Connect to the HubSpot API #

  1. Go to HubSpot and login to your account.
  2. Click on the settings icon on the top-right of the screen.
  3. In the left-hand sidebar menu, click on IntegrationsAPI key.
  4. Copy the API Key from HubSpot and paste in the API Key field in Formie.

Step 2. Test Connection #

  1. Save this integration.
  2. Click on the Refresh button in the right-hand sidebar.

Step 3. Form Setting #

  1. Go to the form you want to enable this integration on.
  2. Click the Integrations tab.
  3. In the left-hand sidebar, select the name you gave the integration.
  4. Enable the integration and fill out all required fields.
  5. Click Save to save the form.

Infusionsoft #

Follow the below steps to connect to the Infusionsoft API.

Step 1. Connect to the Infusionsoft API #

  1. Go to Keap Developer Account and login to your account.
  2. Click on your profile dropdown on the top-right of the screen, and select Apps.
  3. Click the + New App button.
  4. Fill out the required details, and be sure to enable APIs (small green icon button).
  5. Click the Create button.
  6. Copy the Key from Infusionsoft and paste in the Client ID field in Formie.
  7. Copy the Secret from Infusionsoft and paste in the Client Secret field in Formie.

Step 2. Test Connection #

  1. Save this integration.
  2. Click on the Connect button in the right-hand sidebar.
  3. You‘ll be redirected to Infusionsoft, where you must approve Formie to access your {name} account.

Step 3. Form Setting #

  1. Go to the form you want to enable this integration on.
  2. Click the Integrations tab.
  3. In the left-hand sidebar, select the name you gave the integration.
  4. Enable the integration and fill out all required fields.
  5. Click Save to save the form.

Insightly #

Follow the below steps to connect to the Insightly API.

Step 1. Connect to the Insightly API #

  1. Go to Insightly and login to your account.
  2. Click on your profile dropdown on the top-right of the screen, and select User Settings.
  3. Copy the API Key from Insightly and paste in the API Key field in Formie.

Step 2. Test Connection #

  1. Save this integration.
  2. Click on the Refresh button in the right-hand sidebar.

Step 3. Form Setting #

  1. Go to the form you want to enable this integration on.
  2. Click the Integrations tab.
  3. In the left-hand sidebar, select the name you gave the integration.
  4. Enable the integration and fill out all required fields.
  5. Click Save to save the form.

Mercury (by Connective) #

Follow the below steps to connect to the Connective Mercury API.

Step 1. Connect to the Connective Mercury API #

  1. Go to Connective and login to your Mercury account.
  2. In the top menu, click the Admin tab.
  3. In the left-hand sidebar menu, click the Integrations tab.
  4. Copy the API Key from {name} and paste in the API Key field in Formie.
  5. Copy the API Token from {name} and paste in the API Token field in Formie.

Step 2. Test Connection #

  1. Save this integration.
  2. Click on the Refresh button in the right-hand sidebar.

Step 3. Form Setting #

  1. Go to the form you want to enable this integration on.
  2. Click the Integrations tab.
  3. In the left-hand sidebar, select the name you gave the integration.
  4. Enable the integration and fill out all required fields.
  5. Click Save to save the form.

Pipeliner #

Follow the below steps to connect to the Pipeliner API.

Step 1. Connect to the Pipeliner API #

  1. Go to Pipeliner and login to your account.
  2. In the top main menu, click on Menu icon in the far-left of the screen (9 dots).
  3. In the top sub-menu, click on the Obtain API Key.
  4. Copy the API Token from {name} and paste in the API Token field in Formie.
  5. Copy the API Password from Pipeliner and paste in the API Password field in Formie.
  6. Copy the API Space ID from Pipeliner and paste in the API Space ID field in Formie.

Step 2. Test Connection #

  1. Save this integration.
  2. Click on the Refresh button in the right-hand sidebar.

Step 3. Form Setting #

  1. Go to the form you want to enable this integration on.
  2. Click the Integrations tab.
  3. In the left-hand sidebar, select the name you gave the integration.
  4. Enable the integration and fill out all required fields.
  5. Click Save to save the form.

Salesflare #

Follow the below steps to connect to the Salesflare API.

Step 1. Connect to the Salesflare API #

  1. Go to Salesflare and login to your account.
  2. In the left-hand sidebar menu, click the Settings icon.
  3. In the left-hand sidebar sub-menu, click on API Keys.
  4. Click on the large + add button in the bottom-right of the screen.
  5. Copy the API Key from Salesflare and paste in the API Key field in Formie.

Step 2. Test Connection #

  1. Save this integration.
  2. Click on the Refresh button in the right-hand sidebar.

Step 3. Form Setting #

  1. Go to the form you want to enable this integration on.
  2. Click the Integrations tab.
  3. In the left-hand sidebar, select the name you gave the integration.
  4. Enable the integration and fill out all required fields.
  5. Click Save to save the form.

Salesforce #

Follow the below steps to connect to the Salesforce API.

Step 1. Connect to the Salesforce API #

  1. Go to Salesforce and login to your account.
  2. In the main menu, on the top-right, click the Settings icon and select Setup.
  3. In the left-hand sidebar, click on AppsApp Manager.
  4. Click the New Connected App button.
  5. Fill out all required fields.
  6. In the API (Enable OAuth Settings) section, tick the Enable OAuth Settings checkbox.
    • In the Callback URL field, enter the value from the Redirect URI field in Formie.
    • In the Selected OAuth Scopes field, select the following permissions from the list and click Add arrow button:
      • Allow access to your unique identifier (openid).
      • Perform requests on your behalf at any time (refresh_token, offline_access).
  7. Click the Save button.
  8. Copy the Consumer Key from Salesforce and paste in the Consumer Key field in Formie.
  9. Copy the AConsumer Secret from Salesforce and paste in the Consumer Secret field in Formie.
  10. Click on the Manage button.
  11. Click on the Edit Policies button.
  12. In the OAuth policies section:
    • In the Permitted Users field, select All users may self-authorize.
    • In the IP Relaxation field, select Relaxed IP restrictions.
  13. Click the Save button.

Step 2. Test Connection #

  1. Save this integration.
  2. Click on the Connect button in the right-hand sidebar.
  3. You‘ll be redirected to Salesforce, where you must approve Formie to access your Salesforce account.

Step 3. Form Setting #

  1. Go to the form you want to enable this integration on.
  2. Click the Integrations tab.
  3. In the left-hand sidebar, select the name you gave the integration.
  4. Enable the integration and fill out all required fields.
  5. Click Save to save the form.

Scoro #

Follow the below steps to connect to the Scoro API.

Step 1. Connect to the Scoro API #

  1. Go to Scoro and login to your account.
  2. Click on your profile dropdown on the top-right of the screen, and select Profile Settings.
  3. Click on Site SettingsIntegrations.
  4. Under the General heading, click on Scoro API.
  5. Copy the API Key from Scoro and paste in the API Key field in Formie.

Step 2. Test Connection #

  1. Save this integration.
  2. Click on the Refresh button in the right-hand sidebar.

Step 3. Form Setting #

  1. Go to the form you want to enable this integration on.
  2. Click the Integrations tab.
  3. In the left-hand sidebar, select the name you gave the integration.
  4. Enable the integration and fill out all required fields.
  5. Click Save to save the form.

SharpSpring #

Follow the below steps to connect to the SharpSpring API.

Step 1. Connect to the SharpSpring API #

  1. Go to SharpSpring and login to your account.
  2. Click on your profile dropdown on the top-right of the screen, and select Settings.
  3. In the left-hand sidebar menu, click on API Settings.
  4. Click the Generate New API Keys button.
  5. Copy the Account ID from SharpSpring and paste in the Account ID field in Formie.
  6. Copy the Secret Key from SharpSpring and paste in the Secret Key field in Formie.

Step 2. Test Connection #

  1. Save this integration.
  2. Click on the Refresh button in the right-hand sidebar.

Step 3. Form Setting #

  1. Go to the form you want to enable this integration on.
  2. Click the Integrations tab.
  3. In the left-hand sidebar, select the name you gave the integration.
  4. Enable the integration and fill out all required fields.
  5. Click Save to save the form.

vCita #

Follow the below steps to connect to the vCita API.

Step 1. Connect to the vCita API #

  1. Go to vCita and login to your account.
  2. In the left-hand sidebar menu, click on Settings.
  3. Click on Integrations.
  4. Find Webhooks and click on the Connect button.
  5. Copy the App Token from vCita and paste in the App Key field in Formie.

Step 2. Test Connection #

  1. Save this integration.
  2. Click on the Refresh button in the right-hand sidebar.

Step 3. Form Setting #

  1. Go to the form you want to enable this integration on.
  2. Click the Integrations tab.
  3. In the left-hand sidebar, select the name you gave the integration.
  4. Enable the integration and fill out all required fields.
  5. Click Save to save the form.

Zoho #

Follow the below steps to connect to the ActiveCampaign API.

Step 1. Connect to the Zoho API #

  1. Go to Zoho API Console and login to your account.
  2. Click the Add Client button.
  3. Click Server-based Applications.
  4. In the Authorized Redirect URIs field, enter the value from the Redirect URI field in Formie.
  5. Copy the Client ID from Zoho and paste in the Client ID field in Formie.
  6. Copy the Client Secret from Zoho and paste in the Client Secret field in Formie.

Step 2. Test Connection #

  1. Save this integration.
  2. Click on the Connect button in the right-hand sidebar.
  3. You‘ll be redirected to Zoho, where you must approve Formie to access your Zoho account.

Step 3. Form Setting #

  1. Go to the form you want to enable this integration on.
  2. Click the Integrations tab.
  3. In the left-hand sidebar, select the name you gave the integration.
  4. Enable the integration and fill out all required fields.
  5. Click Save to save the form.

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