Connect a Third-Party Platform to Your CRM

Do you use a third-party form on your website, such as Jotform or WuFoo? Perhaps you have an e-commerce store and want to collect your customers' information. If so, you will want to make sure that all of those submissions are added to your CRM. To do this, you will need to manually sync your third-party platform with your Marketing 360® CRM. Note, that some platforms can be connected by other means, see here.

Before you begin, check your 3rd party form builder's settings and confirm that you have the ability to add multiple email notifications within their system.

1. Log in to your Marketing 360® account, then navigate to the CRM by selecting it from the homepage menu or the App Menu at the top of the page.
2. Once in the CRM, select Leads Inbox from the page menu, then select Third-Party Sources from the left sidebar menu.
   
   
3. Select the + Source button.
   
   
   
4. A text box will pop up, asking you to name the new source. Name it "3rd Party Form" or something to remind you that the source is for a third-party form (like Jotform or WuFoo) and click Submit.
5. You will see an email address labeled BCC Import Email Address. Copy that email address to a clipboard; you will need it for the next step.
   
   
   
6. Log in to the form builder that contains your third-party form. You will want to add the copied email address to your form's notifications.
7. Navigate to your website (or wherever your form is accessible to users) and submit a "test" submission.
8. Navigate back to your Marketing 360® CRM. If the pop-up window is still open, click Next. If the pop-up window has closed, find your source on the Third-Party Sources page, click the vertical ellipses icon on the right-hand side of the page, then select Edit.
9. The next step will bring you to the Field Mapping page. Here, you will manually map each field on your third-party form to its relevant field in your CRM. In the below example, we will match the "Name" field on our form to the "Contact Name" field in our CRM.
   
   
   
10. Under Map to CRM field, click on the dropdown menu to select the form field that you would like to map. In this example, we are matching the "Contact Name" field.
    
11. Under Scrape content between, enter the name of the field as it appears on your form in the first field. For example, if the "Name" field on your form is labeled as "Enter your name here," then you will record that here.
    
    In the second field, enter the name of the form field that immediately follows the form field that you are currently mapping. For example, if the "Name" field on your form is immediately followed by a field labeled "Enter your email here," then record that here.
    
    Alternatively, if you wish to scrape your entire import, you can leave these two fields blank.
    
    
    
    
    
12. Click Add Mapped Field when finished. Once a mapping has been added, it will appear at the bottom of the window for review and can be deleted if needed. You can then continue to add as many mappings as needed.
    
    Once you have mapped all of your form fields to your CRM, click Next.
    
    
13. On the next step you will have the opportunity to preview your mapping. You can also change the CRM Field if needed or change the Prevent Duplicates option chosen. If further changes are needed, you can return to the last step to remove or add additional mapping.
    
    Click Next to move on to the final step.
    
    
14. The final step will let you set up your submission rules. These settings stipulate how the users who submit the form are turned into Contacts in your CRM. You will want to set the Contact Type, the Contact Status, add Tags, and designate which user on your account the Contact will be Assigned to, if any. You can also add additional Duplicate Submission rules and settings.
    
    
    
15. Click Next to complete the setup.