Issue
I have a webform that I would like to integrate with the Kipu CRM Form Queue application, but I am not currently using one of the approved webform integration providers. What requirements must I fulfill to ensure compatibility with the system?
Environment
Kipu CRM, Roles: N/A, Features: Form Queue
Resolution
To ensure compatibility and successful integration of the webform with the Kipu CRM Form Queue application, the following requirements must be met:
- Webhook Functionality: The webform provider must support webhook functionality, allowing the posting of information.
- JSON Format: Data sent to the webhook must be in JSON format.
Important
Below is an example of a POST request to the webhook formatted in JSON::
-
Static “form_id” Key: The webform provider must allow the inclusion of a static “form_id” key in each post. This key must be labeled as "form_id" and should contain a consistent numerical value that remains unchanged across submissions. Each unique webform must have its own distinct static form ID.
- Form Map Record: A corresponding form map record must be created within your CRM account, assigned to the specific form ID associated with the webform.
Important
For guidance on how to create a CRM tenant form map, please click here.
If the requirements above can be met by the provider, then integrating your desired webforms should indeed be possible.
Additional Information
Please refer to the following help center resources for more information on the Form Queue Application and Webform Mapping:
- How Do I Map Form Submissions to the CRM?
- Which Objects/Fields Can Be Mapped In The Form Queue Integration?
- How Can I Map Facilities to The Form Queue?
- How Do I Map Webform Data Into a CRM Form Template?
- Form Queue Processing