transfer data to CRM

  • 17 August 2023
  • 3 replies
  • 21 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

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!

Userlevel 7
Badge +6

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

 

des

Userlevel 7
Badge +5

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

Reply