CreateForm is an easy-to-use form creation program that has built an integration with Less Annoying CRM to make contact data entry even simpler. This is a great way to collect lead information from your website without needing to type each contact into the CRM by hand!
The first thing you’ll need to do is sign up for a trial with CreateForm. You can sign up through this link, which is a special link for LACRM users that will also entitle you to 10% off any membership plan, forever. CreateForm offers a 30 day trial so you can test them out, and then choose from various subscription levels (which you can find with pricing information on their website).
Once you’ve signed up, you can start creating forms! CreateForm has tutorials throughout the form creation process which are very helpful during this initial setup.
The first step you’ll need to take is adding the fields you need, which can range from a ready-made name or address field to a custom checkbox or drop-down list.
Once you have the desired fields you can add and edit pre-existing designs, and view the form to make sure you like its appearance and layout.
Preparation for the Sync
In order to set up the sync with CreateForm, you’ll need a few key pieces of information from the CRM. You can access that information on the Developer API page, which is also under “Settings” and “View all settings options.” On this page, you’ll want to select “Generate a new API token.” This will give you a User Code, which is a set of numbers that you’ll need to use to set up the sync. You’ll also see an API token on this page, which is a much longer string of letters and numbers. You’ll need both the User Code and API token to set up the integration with CreateForm, so be sure to keep those handy!
Once you’ve created fields and chosen a design, you can set up the sync with LACRM! On the Sync page in CreateForm, select Less Annoying CRM.
You can add an account for the form to integrate with, and you’ll be asked for some information to set up the integration. Choose the name for your LACRM account, and then enter your LACRM API token and User Code, which you should have handy after generating them earlier. Next, simply select where your form’s fields should be mapped to in your CRM contacts (you can even set up custom fields, just be sure the names match exactly!).
One thing to be aware of with custom fields is that LACRM only has text box custom fields on contact records -- as such, any field type from CreateForm will appear as a text box field in the CRM. For example, multiple options selected in a CreateForm checkbox list will appear in the CRM in the format “Option 1, Option 2” in a single text field. Also, make sure each field from the form is syncing with a different field in the CRM, in order to avoid conflicts/overwrites.
Each form submission will create a new record in the CRM, which will contain all of the information entered in the form (assuming the CreateForm field that captured that information is synced to a field in the CRM, as shown in the above image).
Whenever you’re ready, you can embed the form on your website, and you’re good to go!