When using one of the iCapture integrations there are 2 distinct steps that must be done.
- Step 1 - You must create your integration so iCapture can communicate with your email or CRM service. This step only needs to be done once in your iCapture account unless you delete it.
- Step 2 - You must then make the list assignment in each of the questionnaires that will be using the integration and map your data fields to ensure the data is sent over in the correct format.
Documentation is provided below for your specific integration.
Create Your Post to HTML Form Integration
If you want to have all captures automatically sent to your CRM using the Post to HTML FORM, you'll need to take the following steps to create the integration. Note: In order to use the Post to HTML Form you will need to create a form...
Sending Data to Your Post to HTML Form integration
In order for iCapture to communicate with your email marketing, CRM or Marketing Automation Platform you must first create an integration. The integration allows iCapture to send the data over to your 3rd party tool behind the scenes without any use...
iCapture + Post to HTML Form
If you have an integration that iCapture does not have a built in solution we can always pass your data through using the Post to HTML form integration. You simply set up a web form in your CRM / Email system, then drop the webform fields into ...