Circuit supports form integrations with Salesforce using Salesforce Pardot forms. Salesforce Pardot forms will allow you to make changes to your forms over time, receive visitor submissions directly, and embed seamlessly into your virtual tour.
Not using Salesforce Pardot forms?
Visit the CRM Form Integration Overview page for other CRMs.
Integration Steps
1. Customer identifies the form that you wish to include in your virtual tour
Select or build the form that you want to include in your virtual tour, and let us know that you'd like to add a form.
2. Customer sends the embed code and thank you message to Circuit
Embed code
From your form, locate the drop down menu and select "View HTML code". From here, copy the code snippet in the textarea and send that to us.
It will look something like this:
<iframe src="https://go.pardot.com/l/12345/1234/abcd" width="100&" height="500"></iframe>
Thank you message
Instead of using the thank you message from your form's configuration ("Thank You Content"), we'll redirect to Circuit after form submission.
Provide a "thank you" message that you'd like to display to the visitor after they submit the form. It can contain text, formatting, and links.
Example:
Thank you for signing up for more information! We'll be in touch shortly. In the meantime, feel free to visit our website.
3. Circuit installs the embed and Thank You page
Circuit's developers will:
install the embed in your CMS and make it available for use with Calls to Action buttons and popups
configure the Thank You page and analytics tracking
generate a redirect code for use in the next step
4. Customer adds the Thank You redirect
We'll send you a redirect code to be added to the Thank You Code section of your form configuration.
Example:
<script type="text/javascript">
<!-- document.location = "https://{your-account}.madewithcircuit.com/thank-you/"; //-->
</script>
This code will redirect to a "thank you" page on the CMS, which allows us to close the loop on analytics and report on form completions.
Ensure that "Redirect to the following URL instead of showing the form's Thank You Content" is unchecked.
5. Customer and Circuit review and test
Test the form as an end user to make sure it's working as expected, and clean up any test data from your submissions.
And now we're done! 🎉
Not what you need?
Contact support@madewithcircuit.com for more options and support to get your Salesforce CRM integration up and running, including web-to-lead forms.
Additional resources