Jotform Integration: How to Connect Form Submissions with RDStation CRM via Webhook or Tracking Code

Hello, Jotform Support Team,

I'm reaching out to request guidance on integrating one of our Jotform forms with RDStation CRM, which is the CRM platform used by our company, Maxipark.

Our goal is to have form submissions automatically create or update leads in our RDStation CRM, mapping specific form fields (such as name, phone number, email, and parking unit of interest) to the corresponding lead fields in RDStation.

We have identified two possible approaches and would like your team's input on which is viable:

1. Native or Webhook Integration – If Jotform supports a native RDStation integration or allows us to send form data via webhook to RDStation's API endpoint, that would be our preferred solution.

2. RDStation Monitoring Code – RDStation provides a JavaScript monitoring/tracking code that can be embedded on web pages to identify and track visitors. We would like to know if it is possible to embed this tracking code directly within our Jotform form so that submissions can be recognized and associated with leads in RDStation.

Could you please advise on the feasibility of either approach and provide the recommended steps to proceed?

Thank you in advance for your support.

Hi,

Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.

Regarding your request to integrate Jotform with RDStation CRM, here is what I found based on Jotform's capabilities:

1. Native or Webhook Integration: Jotform supports creating webhooks in its Workflow Builder. You can send real-time form submission data directly to external applications or services, such as RDStation CRM, by configuring a webhook with RDStation's API endpoint URL. This allows automatic creation or updating of leads by mapping your form fields (name, phone, email, parking unit, etc.) to the corresponding fields in RDStation.

Here’s how to set up a webhook in Jotform Workflows:

1. Open Workflow Builder and click on Add Element.
2. Drag and drop the Webhook element into your workflow.
3. Complete the Webhook settings by entering the RDStation API endpoint URL.
4. Optionally customize the body and headers to match the expected format of RDStation's API, mapping your form fields accordingly.
5. Test and save the webhook configuration.

This method is viable and recommended for seamless integration with RDStation CRM.

2. Embedding RDStation Monitoring/Tracking Code: RDStation provides a JavaScript tracking code to embed on web pages for visitor identification and tracking. However, Jotform does not support embedding custom JavaScript directly inside forms for security reasons. Therefore, embedding the RDStation tracking code directly inside your Jotform form is not feasible.

Instead, you can place the RDStation tracking code on the web page where your Jotform form is embedded. This way, visitors interacting with the form will be tracked by RDStation, and submissions can be associated with leads in RDStation CRM.

Summary:

• Use Jotform's webhook feature to send form data to RDStation CRM API for lead creation/updating.
• Embed RDStation's JavaScript tracking code on the hosting web page, not inside the Jotform form itself.

This approach ensures your form submissions are integrated with RDStation CRM effectively.

Give it a try and let us know how it goes.