Import data from landing pages and web forms
Use import from web pages and web forms to update and expand the database continuously. You can integrate Creatio with any landing page or web page that contains a web form and can send data via webhooks.
You can use web pages to add records to Creatio objects related to sales funnel or customer service. For example, you can use a page that contains special subscription offers, shopping cart page, user registration page, or multimedia download page as landing page. Creatio can add contacts, accounts, cases, leads, orders, and other records based on data retrieved from the submitted web form.
Creatio has out-of-the-box integrations with Landingi.com page builder and WordPress page builder that enables no-code developers to easily map landing page fields directly to a Creatio object. Also you can set up integration with any page builder or other service that supports webhook functionality.
The general procedure to integrate Creatio with a web page includes the following steps:
- Create a page that contains a web form.
- Get the API key and connect the landing page to Creatio.
- Set up field mapping between the page and Creatio object.
This procedure differs based on your page builder.
Integration with landing pages and web-forms is based on the webhook functionality. After a webhook is received, Creatio starts processing it. The processing mechanism works similarly for all webhook-based services. As a result, Creatio adds the webhook-based records. Learn more in a separate article: Process webhooks in Creatio.
If you use Creatio on-site, set up OAuth authentication to enable secure connection for webhook service. To do this follow the instructions in a separate article: OAuth 2.0 setup procedure. Use the following parameters for article and create the record in the OAuth authorization section:
- Name: Webhook Account Service Identity
- Application URL: https://webhooks.creatio.com
These parameters are not localizable.
This is a one-time procedure.
See also
Import data from Landingi web page
Import data from WordPress web page