Hi Everyone!
I’m trying to integrate a 3rd-party CRM by Worketc into a webflow site as a form submission.
not sure how to get started, any advice would the much appreciated.
Here is the contact form on the website : Preview Here
If you mean you’re wanting to push form data into the CRM, and create e.g. a customer and a lead, you want to use automation for this.
Check out Make .com or Zapier. I’ve done this with pipedrive, salesforce, and nutshell… depending on your platform, you probably need to do it in steps, i.e. find/create the company, then the contact, then the lead, then the notes on the lead.
To trigger your automation, you’ll probably find it easiest to use a Webflow form submission as the trigger within your automation. If you need more control, like the ability to return data from the server, you’ll need to use webhook triggers instead, and client-side javascript to integrate your form.