transfer data to CRM

  • 17 August 2023
  • 3 replies
  • 20 views
M

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
Rank
Userlevel 7
Badge +5

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
Userlevel 7
Badge +6

@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
Rank
Userlevel 7
Badge +5

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

Life is a series of awkward moments separated by snacks.

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