This article lays out a step-by-step guide on connecting your newly created JotForm contract with SalesRabbit. For details on how to set up connectors on Sales Rabbit click on this link.
At a glance:
| Form Submission | Lead Status Auto-Submission | Custom Fields | Lead File Attachments | 2 Way Sync | User Assignment | Lead Status Update Post Submit | Connector |
|---|---|---|---|---|---|---|---|
| ✓ |
1. Click on Publish at the top of the form then Copy Link. This URL link will go to SalesRabbit Settings>Connectors in the Web App (app.salesrabbit.com.
*Note: This is a repeat of the last step from the Setting Up JotForm article.
2. If you need a refresher on starting the Connectors setup, follow this link. Here is a quick review:
- After going to Settings>Connectors in the Web App, click on Get Started or Create New.
- Connector Type: Select Web Connect.
- Name: Whatever name you desire. If you have another connectors it would be helpful include "JotForm" in the title to avoid confusion.
- This is where you will paste the URL link you copied from JotForm.
- Connected to Lead?: Select Required.
3. Now that the connector is set up, you can add onto the URL to pass fields from SalesRabbit to JotForm.
To pass Lead Detail info to SalesRabbit you must first find the field names for each field in JotForm. To do this, back on JotForm select the form, click on Edit, then on Preview Form.
4. Right click each field and select "Inspect." This will open the coding elements in your internet browser.
The code for the field that you have selected will be highlighted in blue.
You can find the name of the field by searching "name" in the text. In this case the name of the "First Name" field is "name[first]." You can ignore the "q3_" in the field name, this is not required to connect SalesRabbit to JotForm.
5. Open up SalesRabbit and select Settings>Connectors. Create a new connector and select "Web Connect" as the Connector Type.
*The following numbers refer to the image above.
UPDATE: You WILL need a "?" just after the original URL instead of a "&" as shown in the screenshot above and step 2 below.
1. This is the Form URL from JotForm
2. Before adding on to your URL, start with a "?" symbol (SEE ABOVE "UPDATE")
3. This is the field name you retrieved from the code in JotForm.
4. The equal sign will go between the two fields you are matching from JotForm to SalesRabbit
5. This is the field name for SalesRabbit that will come from the Formatting Headers
6. Hit save and you are good to go!
Now that your JotForm is successfully connected to SalesRabbit, feel free to check out our help article on Using JotForm with iOS!
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