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CRM

Procurios

Follow the below steps to connect to the Marketo API.

Step 1. Create the Integration

  1. Navigate to FormieSettingsCRM.
  2. Click the New Integration button.
  3. Select Procurios as the Integration Provider.

Step 2. Connect to the Procurios API

  1. Go to Procurios and login to your account.
  2. Go to the Settings or Developers section.
  3. Locate the area to manage OAuth Applications.
  4. Register a new application.
  5. In the Redirect URI field, enter the value from the Redirect URI field in Formie.
  6. Copy the Client ID from Procurios and paste in the Client ID field in Formie.
  7. Copy the Client Secret from Procurios and paste in the Client Secret field in Formie.

Step 3. Test Connection

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

Step 4. 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.