Support Center

Formstack Integration

Last Updated: Jun 23, 2014 10:36AM IST
To get started with integrating Formstack with ClinchPad, click on Settings from the top menu.



Select Integrations from the left menu.



Scroll down to find Formstack and click on Manage Integration.



Click on Integrate New Form.



The field "Form Name" can contain any name you want for distinguishing the form.



The field "Lead Name" should contain the field from your Formstack which you want to save as the name of the lead in ClinchPad. For ex. if you want to have "Name" from Formstack as the lead name in ClinchPad then populate "Lead Name" with "Name".




Similary complete the mapping for the rest of the fields if applicable. Once done select the Pipeline and the Stage where the leads should be created.

If your Formstack contains fields which does not have corresponding mapping fields in ClinchPad, then you can create custom fields for them. Below is the article for creating custom fields-
http://support.clinchpad.com/customer/portal/articles/1460714

After you create a form, use the highlighted URL and handshake key when you create a Webhook in Formstack. You can find a guide to creating webhooks in Formstack here:-
https://www.formstack.com/developers/webhooks



Once done, you should see Leads being created in ClinchPad whenever your Formstack form is submitted.
 
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