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transfer data to CRM

  • Aug 17, 2023 10:01 AM UTC
  • 3 replies
  • 65 views

I've designed a comprehensive Typeform to capture essential lead details, but I'm struggling to seamlessly transfer this data to my CRM without manual intervention. I've researched the integration process, but my attempts so far have been unsuccessful. I've heard that using Typeform's API might be the solution, but I'm not well-versed in coding. 

    3 replies

    Grace
    Community Team
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    • Grace
    • Community Advocate
    • Aug 17, 2023 11:19 AM UTC

    Hey @MarioJay I’ve moved your question to a new post as I think it deserves it’s own thread 😊

    Hopefully @Liz or another Typeform creator will have some suggestions for you!

    If cauliflower can become pizza, you my friend can do anything
    john.desborough
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    • john.desboroughCertified Partner
    • Certified Partner & Champion
    • Aug 17, 2023 1:07 PM UTC

    @MarioJay - what CRM are are you using to (hopefully) capture the details? That will help us out .. 

     

    des

    If your third coffee of the day is not helping you with your Typeform, maybe we can help you find your answers...
      Liz
      Ex–Typefomer
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      • Liz
      • Tech Community Advocate
      • Aug 21, 2023 3:25 PM UTC

      Hi @MarioJay if you don’t mind sharing which CRM you’re using, that would be helpful!

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