How to Integrate CRM with Forms in Tilda
With CRM integration with Tilda, you can transfer user data after ordering products or registering via forms in Tilda and automatically create deals and contacts in CRM. Then you can automate your communication with the customer via various channels within the SendPulse service.
The integration is implemented using a webhook. In this article, we'll look at how to create a webhook in SendPulse and connect it with Tilda and configure additional parameters for the transmitted data.
Create an Integration
Go to "Integrations," and select "Tilda."
In the dialog box that opens, you can view the steps necessary to connect the integration by clicking "Next." On the last slide, click Create Integration.
Enter the name of the integration.
We recommend you specify the name of the integration from the name of the form in Tilda that you connect to identify the data received faster.
Copy the Webhook URL
To receive data from Tilda payment or registration forms in CRM, you need to copy the webhook URL to CRM and add it to Tilda.
Go to the created integration, and copy the URL from the "Webhook" field.
Connect the Webhook with Tilda
Log in to your Tilda account, and select the site you want to set up the integration with.
Go to "Site Settings," and select the "Forms" tab.
Scroll down, and click Webhook under the "Other" section.
Enter the webhook URL, and click Add.
If the webhook is added successfully, you will receive a corresponding message.
Go to the settings of the added webhook, and activate the additional option "Transfer data for goods in the order as array."
Switch to the page editing mode. In the block with the form you want to transfer data from, click Content.
Under the "Connected services" section, mark the connected webhook.
If your webhook is not in your content settings, it means it's not connected. Go back to “Page Setup” > “Forms” > “Webhook,” and check if the webhook has been added. Add it again if necessary.
Save and publish the page changes before you exit.
Check the Connection
Go back to the created integration page in SendPulse. Check the connection status next to the webhook link:
Waiting for connection — the webhook link has been generated but is not yet connected to Tilda. Go back to the page settings in Tilda, and check the webhook connection status.
Connected — the webhook is successfully connected to Tilda and is ready to receive data.
Customize the Integration
Setting up a Pipeline, Deals, and Contacts
In the “General Settings” tab, you can also configure additional settings for the contacts and deals you create.
To create a contact without adding a deal, check "Create Contact Only."
Please note: if you activate the "Create Contact Only" feature, you will not be to edit the deal settings.
Choose in which pipeline and at which deal stage you want to create a deal.
Note that the currency in the deal items in Tilda will be automatically converted to the currency of the selected pipeline.
Choose the person responsible for the deal and the contact.
Read also: How to Manage Team Members.
You can also configure the automated tags assignment that will be added to the CRM using this integration.
In the "Field mapping" tab, you can choose to which contact or deal field the value of a Tilda variable will be saved.
To map contact fields, under the "Contact fields" section, enter the corresponding Tilda variable next to each contact field in CRM.
Note: To transfer data correctly, the names of the variables you enter in the "Tilda" column must match their exact names and cases in Tilda.
You can map only the fields with the "String," "Number," "Link," and "Date" type. Fields with the "List" or "Multilist" type will not be output.
Maximum length of the form values accepted: for the
To map a variable of the "Date" type, transfer the date value in the
YYYY-MM-DD format or the date with time format —
To map the deal fields under the "Deal fields" section next to each deal field in the CRM, enter the corresponding variable in Tilda.
After you finish with the settings, click Save.
The integration is ready — now you can try to fill in the data and send it to the Tilda website to test the data transfer to the CRM. You can go back to the settings at any time and change them.
If you receive data on the items when creating a deal, then these items will be saved to the "Items" tab in the deal card. In this tab, you can check the quantity, price, and currency of the items. All additional transferred fields will be added to the name of the item.
You can also continue communicating with the client via email, SMS, Viber, and various messengers. To do this, schedule a message as soon as the contact gets to a certain stage of the deal using the "Integration" deal source in Automation 360.
To connect another form with Tilda, create a new integration.
Last Updated: 20.06.2022