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 using your CRM and have the Form Action URL for it's location in order for iCapture to connect to it.
- Log in to your iCapture Back Office
- Click Manage Account at the top right
- Click My Integrations
- Click on Click here to create a new Integration
- Name the Integration Account and select "Post to HTML Form" in the "Select Your Integration/Service Provider" and click Submit and Continue
You will get a screen that pops up and gives you 3 options for completing the webform integration. Follow the steps to finish. You will need the Form Action URL and to know which fields in the webform you want to fill and/or which are required.
Now that the integration has been created, you must now set your list assignment and map your data in order for your data to been sent to your email marketing, CRM or Marketing Automation Platform.