How to integrate lead forms directly to your CRM (Custom & Direct Integration. Advanced users only)

Overview

The rebel iQ Custom Integration tool gives you the power to connect your forms directly to any CRM system, creating a personalized data flow tailored to your specific needs. This feature allows form submissions to be automatically sent to your CRM in real-time, eliminating manual data entry and ensuring every lead is captured efficiently.

Getting Started

Required CRM Information

To set up a successful integration, you'll need to gather the following information from your CRM provider:

1. Posting URL: The specific endpoint URL where your CRM accepts incoming data
   • Example: https://api.followupboss.com/v1/events
2. Field Mapping Information: How each form question should map to fields in your CRM
   • For example, when a lead provides their first name on your form, you'll need to know what field name your CRM uses (often something like first_name)

Important: Without proper field mapping, your lead information will not populate correctly in your CRM. We recommend consulting with your CRM administrator or checking your CRM's API documentation.

Accessing the Integration Tool

Each form needs to be integrated individually by following these steps:

1. Log into your rebel iQ Admin Panel
2. Select the form you want to integrate
3. Navigate to the "Questions" section
4. Click the "Integrations" button (seen below)

Setting Up Your Custom Integration

Step 1: Configure Connection Settings

Complete the following fields to establish the connection to your CRM:

1. Name: Create a descriptive name for this integration (for your internal reference only)
2. Type: Select your CRM from our list of pre-configured options:
   • Hubspot
   • Salesforce
   • Velocity
   • Follow Up Boss
   • No-Auth (for CRMs requiring no authentication)
   • Auth Key (for CRMs requiring an API key)
   • Basic Auth (for CRMs requiring username/password)

   If your CRM requires authentication, additional fields will appear for you to enter your credentials.

3. Content Type: Select how data should be formatted when sent to your CRM:
   • JSON
   • URL Encoded
4. Post URL: Enter the posting URL provided by your CRM
5. Headers (optional): Some CRMs require custom headers to be included in the post request. Click the "HEADER" button to add any required headers. 

Step 2: Map Your Form Fields

For each question on your form, you'll need to provide the corresponding field name from your CRM:

1. Locate each form question in the "Form Variable Mapping" section
2. Enter the exact CRM field name in the "Enter your variable name" field next to each question
3. Ensure each mapping is accurate - this determines where each piece of lead information will be stored in your CRM

Advanced Features: Data Translations

The rebel iQ Custom Integration tool includes powerful translation features that help format your data exactly as your CRM expects it. Access these features by clicking the translation icon (≡) next to any field mapping.

Available Translation Types:

1. rebel iQ Formula

Calculate loan amounts and map the result to a specific CRM field:

• Select "Loan Amount Refinance" or "Loan Amount Purchase"
• Choose the corresponding form fields for the calculation
• Click "Add Row" to create a custom field mapping for this calculated value

2. Change Value

Modify answer values before they reach your CRM:

• Select the form answer you want to modify from the dropdown
• Enter the new value that should be sent to the CRM
• Use the green + icon to add multiple value translations

3. Numeric Value

Convert any numeric form value to an integer format if required by your CRM.

4. Group Fields

Combine multiple form questions into a single CRM field:

• Useful when your CRM doesn't have corresponding fields for all your form questions
• Select multiple questions to group together (commonly used for sending additional information to a "Notes" field)
• Click "Add Row" to create a custom field mapping for this grouped data

5. Change Date Format

Send dates in the specific format required by your CRM:

• Select from multiple date format options in the dropdown menu

6. State Terms

Format state names in either abbreviated or full form based on your CRM's requirements.

7. Number Format

Send phone numbers with or without special characters based on your CRM's requirements.

Testing Your Integration

After completing your field mapping:

1. Click the "TEST" button to send a sample lead to your CRM
2. The system will provide you with a response from your CRM indicating success or failure
3. If the test fails, you can view the post string and contact your CRM provider to determine why the lead wasn't accepted
4. Make any necessary adjustments based on your CRM provider's feedback

Managing Your Integrations

Editing an Existing Integration

To modify an integration you've already created:

1. Go to the form's Questions section
2. Click the pencil icon next to the existing integration
3. Make your changes and click "Update" to save

Copying Integrations to Other Forms

To reuse your integration settings on other forms:

1. Go to the form's Questions section
2. Click the copy icon next to the existing integration
3. Select the target forms where you want to apply the same integration

Note: When copying an integration, only common fields between forms will be mapped. If the target form has an existing integration, it will be overwritten with the new settings.

Best Practices

• Consult Your CRM Documentation: The specific field names and data formats required can vary significantly between CRM systems
• Map All Important Fields: Any form question without a corresponding CRM field mapping will not be sent to your CRM
• Test Thoroughly: Always send a test submission to verify your integration is working properly before going live
• Save Your Work: Remember to click the "Update" button after making changes to your integration

Supported CRM Systems

The rebel iQ Custom Integration tool works with virtually any CRM that offers an API endpoint for lead data, including:

• Hubspot
• Salesforce
• Velocity
• Follow Up Boss
• And many others

If you need assistance determining the correct settings for your specific CRM, our support team is available to help you establish a successful integration.