The integration between Formstack and Kipu CRM brings seamless functionality to the process of handling webform submissions within the CRM. This powerful integration enables users to conveniently manage webform submissions directly within the Kipu CRM, including the ability to create patient records effortlessly.
Requirements
- An active Formstack account with a plan that supports Webhook Integration
-
A Kipu Formstack Webhook URL
- Contact CRMsupport@kipuhealth.com to request your webhook URL to support this integration.
Connecting Formstack to Kipu CRM
- Login to your Formstack Account.
- Select the webform you want to integrate with the Kipu CRM to open the form builder.
-
Once in the Form Builder, reference the URL on your browser to obtain the unique form ID tied to your webform.
- Note: Please send this form ID to the Kipu CRM support team to complete the integration.
-
Select Settings.
- Select Emails and Actions and collapse the Advanced Settings section.
- Select Add a Webhook.
-
The following webhook modal will appear. Match the settings below:
- Webhook Name: Kipu CRM Webhook
- Webhook URL: Paste the webhook URL provided by Kipu
- Enable Posts with sub-field names
- Post Data Field Key: Post with API-Friendly field keys
- Content Type: JSON
- Select Create Webhook.
-
Now that you have successfully set up webhooks on your Formstack web form, please send an email to CRMsupport@kipuhealth.com containing the following information to finalize the integration on the Kipu CRM side:
- Unique form ID related to web form.
- Direct URL to the web form for testing purposes.