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CRM Form Integration Overview

Information about CRM form integration and setting up custom forms

Andrew Klotz avatar
Written by Andrew Klotz
Updated over 12 months ago

A note on forms and personally identifiable information

A custom salesforce form integrated into The Executive Centre's virtual tour experience.

Circuit can be used without transit or retention of personal information through the platform.

End-user information can be collected through Circuit by integrating directly with your CRM, for example, through a “Get in touch” form. In this way, personal information travels directly from the user’s client (browser) to your CRM, either by POSTing data or through an iFrame, and personal data is never sent to Circuit.

Because we don’t collect or retain personally identifiable information, certain certifications or special consideration for data residency may not be required.

Form System Compatibility

The following CRM forms have been successfully integrated into Circuit experiences.

CRM System

Integrates with Circuit

Trackable submission metrics in Circuit

when exported as HTML, or as a redirect to a custom Thank You page on Circuit

Drupal Webform

✅

✅ Confirmation URL

Ellucian

✅

Formstack

✅

✅ Redirect to a custom URL

Hubspot

✅

Microsoft ClickDimensions

✅

✅ Redirect on Success

Oracle Eloqua

✅

Salesforce

✅

✅ HTML export

Salesforce (Pardot)

✅

✅ Custom Redirect or as form handler

Simplycast

✅

Slate

✅

✅

Steps involved in setting up CRM forms

  1. During your project onboarding, your customer success manager will email details that can be shared with the CRM Owner at your organization. That email will come from support@madewithcircuit.com.

  2. The CRM Owner at your organization will provide the necessary HTML form export, or a page URL to iFrame.

  3. Our developer team will build the form page or add the iFrame embed and provide a staging link for review and testing.

  4. Form tests are confirmed on your side, and following successful completion, the form can be made live and added to your tours via Calls to Action.

  5. If submission tracking events are enabled, you'll see the completed form submissions on your Analytics Dashboard.

Two types of CRM form implementations

There are two ways that a CRM form can be implemented into your Circuit Virtual Tour experience.

Hosted form

Hosted forms offer the most control over styling and integration as you provide us with the full form code to be hosted in your virtual tour. To build a hosted form, you can provide us with an export of the code for your form (such as HTML, CSS and Javascript files).

Hosted forms typically allow for submission events to fire on completed submissions, which is picked up by analytics and will show on the Analytics Dashboard.

To make changes to a hosted form, like adding or removing fields, a new export needs to be provided and then installed by the Circuit team.

iFrame form

If your form exists as a webpage and you would like to embed the same form into Circuit, you can provide a URL to that form.

iFrame forms can sometimes support event submission tracking, if your CRM allows you to redirect to a custom URL after successful submission. In those situations, your customer support manager will work with you to create a Thank You page and will provide a URL to add into your form configuration.

iFrame forms have the benefit of staying synchronized as changes are made to the form, like adding or removing fields.

Tip: To better understand how your form is performing, create an iFrame form that is specific to Circuit and not used on other platforms like your website. This will make it easier to compare the number of submissions with the number of times the form appeared to visitors of your tour.

💡 Need more help?

Send us a message and we will be happy to assist you.

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