A common question we see is “Does (insert third-party platform here) connect to the Marketing 360® CRM?”. Here’s how you can find out!
Option 1: Email Notification
Does the platform have email notifications we can direct to the CRM? Typically you can search the third-party’s support articles for information on their email notification setup process.
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.
The email notification needs clear headings/titles to identify the data. For example:
- Name: Red Panda
- Phone: 555-555-5555
- Email: firstname.lastname@example.org
The email notification must be in a consistent, non-changing format.
See this article for the full third-party form connection breakdown: Sync Leads From a 3rd-Party Form Into Your CRM.
Option 2: Zapier Connection
Search for a Zapier integration that we could use at https://zapier.com/apps. At the bottom of the integration page, you can see what actions and triggers are available. Actions would be used for sending information to the Marketing 360® CRM. Triggers would be used for sending information to the third-party platform.
Note: Additional charges will occur for connections to a third-party platform and it is best to use your own Zapier account so you own the connection.
Option 3: Replace Forms
If direct email notification and Zapier are not an option, we can replace the form on the site with a Form from Marketing 360® or another form builder that can send email notifications or integrate with Zapier.
Option 4: Import or Create Contacts Manually
If replacing the form is not an option, we can always manually import or create contacts in the CRM. Here is an article that will walk you through the import process: Import Contacts Into the CRM.