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Additional form configuration and integration check
Additional form configuration and integration check
Daria Oliinyk avatar
Written by Daria Oliinyk
Updated over 7 months ago

After configuring either a simple or advanced integration with forms, the last step is to determine which fields in your CRM system should receive data from the website's form fields.

Additional form configuration

To do this, go to the CRM integration settings.

In the section Sending data from your forms' fields to CRM (Pipedrive, Hubspot, Zoho desk, Amo|Kommo, Bitrix24, retailCRM, Creatio)) select which field in the CRM corresponds to the field in the forms.

After this step, the form integration is completely set up.


Integration Check

To ensure the integration is working correctly, follow these steps:

  • Go to the website.

  • Open the required form.

  • Open the console. You can do this by:

    • Pressing F12.

    • Pressing Ctrl + Shift + I simultaneously.

    • Right-click any part of the page and choose "Inspect" or "Inspect Element".

    • Browser menu → More tools → Developer tools

    • Press the Cmd + J + Opt keys simultaneously (for macOS)

  • In the console, open the Network section (1), select the option to display all messages (2), and in the filter field, enter the text 'api' (3).

When the form is successfully filled out, two API requests should appear in this section.

  1. This request is asking our server if it is okay to make an API request.

  2. This is the actual request to send the form data for integration.

Responses with 200 status mean that the request was successful.

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