Connecting KeyCRM to a contact form
KeyCRM is an online business automation system. It can receive information from many services, which can be systematically processed in a single place. You can pass on to KeyCRM the information sent to you by visitors on your website via contact forms.
Contents:
Connection the KeyCRM's API key to your website
Creating a pipeline in KeyCRM
Synchronization of fields between Weblium and KeyCRM
Creation of custom fields in KeyCRM (if necessary)
Tip: You can learn more about KeyCRM in their help center (available in the Ukranian and Russian languages).
Create an account on the KeyCRM service.
In the left menu, select the Settings section, and click on General. Then, at the bottom of the page, click on the Generate API key button:
Tip: If you have already generated an API key for connecting KeyCRM to an online store, you can use the same API key here.
Copy the received API key and click on the Save button:
Go to your site settings on Weblium, open the Form management section, and select the Integrations tab. A little lower, expand the KeyCRM section, insert the previously copied API key into the field, and click on the Connect button:
If you have not yet created a pipeline in KeyCRM, you should make it so that responses from contact forms can go there. To do it, follow these steps:
In the left menu, go to the Settings section, select the Pipelines item, and click on the Create new pipeline button:
...or, if you already have some pipelines created but want to create a separate one for your site, you can do so by clicking on the drop-down list of your pipelines, where you'll find the Create new pipeline option (if the "Use Pipelines" switch above is off, turn it on):
Enter a name for the new pipeline and click the Create button:
To send data from Weblium to KeyCRM, you need to specify which field of the contact form on your Weblium site corresponds to which field on KeyCRM. In other words, each contact form's field should be synchronized between Weblium and KeyCRM.
Activate KeyCRM in the form settings. To do this, go to the site editor on Weblium and then:
ᅠᅠ1) open the settings of the form you need;
ᅠᅠ2) go to the Integrations tab;
ᅠᅠ3) toggle on the switch near KeyCRM;
ᅠᅠ4) choose which pipeline from KeyCRM you need to send responses to;
ᅠᅠ5) click on the Sync fields with KeyCRM button.
In an opened window, click on the Add a field button:
Select the field from your contact form on Weblium in the left column from the drop-down list, and from the right column, select the field from KeyCRM, to which the information from the according form's field will be sent. Match all the fields from which data should be transferred to KeyCRM and click the Apply button:
Note: By default, KeyCRM has 3 fields: "Contact Name", "Contact Phone", and "Contact Email". If your form on the site has more fields, you should create custom fields on KeyCRM. How to do this is indicated in the next section of this manual.
Done! Publish your site for the changes to take effect.
You can view responses from your contact forms in KeyCRM in the Sales section (the first one from the top in the left menu) in the Pipelines vertical tab. The information that your customers filled out in the form on your website will be displayed in the corresponding fields of the lead (the card with the response from the contact form):
Important: If the contact form on your Weblium site has more than three fields and you need to pass info from other fields on KeyCRM as well, you need to create custom (extra) fields on KeyCRM. This process is described below.
If you need to pass responses from more than three Weblium fields (name, phone, and email) to KeyCRM, you should create custom fields from KeyCRM to receive the information from the according fields of the contact form.
Go to the Settings — Advanced section and click the Add custom field button:
Fill in the necessary information about the new field:
ᅠᅠ1) specify its name;
ᅠᅠ2) choose its type. For most fields, the value "Text" (short text) or "Textarea" (longer text, such as a comment that can include several lines) is suitable;
ᅠᅠ3) select "Pipelines" as an entity;
ᅠᅠ4) choose the needed pipeline, which you created earlier;
ᅠᅠ5) click the Save button.
Note: If you have "Radio button" or "I accept" fields in a contact form on your website, you can also create custom "Text" or "Textarea" fields for them and sync them in the form settings. In this case, you will receive from the "Radio button" field the text of one option selected by the client and from the "I accept" field — Yes or No depending on whether a client has activated this checkbox. If you have a field with the "Date" type in a contact form, you can create a custom field with the same "Date" type on the KeyCRM side.
Tip: You can learn more about creating fields in KeyCRM in this guide or from the KeyCRM support team.
Similarly, add all the necessary fields, which will later be linked to the contact form fields on your site.
After creating all the necessary fields in KeyCRM, just as it was in the previous section of the instructions, go to the editor of your site on Weblium, open the settings of the form and in the Integrations tab, click the Sync fields with KeyCRM button. Click the Add a field button and select the name of the field of your contact form in the left drop-down list and the name of the additional field you added on KeyCRM in the right drop-down list, which corresponds to the field selected on the left. After that, click Apply:
Note: If the KeyCRM fields are not displayed during synchronization in the contact form settings on Weblium, please try to open the contact form settings again or reload the page.
Repeat step 4 for all additional fields you need to send to KeyCRM.
Done! Publish your site for the changes to take effect.
Now, custom fields will also be displayed in leads in KeyCRM:
Contents:
Connection the KeyCRM's API key to your website
Creating a pipeline in KeyCRM
Synchronization of fields between Weblium and KeyCRM
Creation of custom fields in KeyCRM (if necessary)
Tip: You can learn more about KeyCRM in their help center (available in the Ukranian and Russian languages).
Connecting the KeyCRM API key to the site
Create an account on the KeyCRM service.
In the left menu, select the Settings section, and click on General. Then, at the bottom of the page, click on the Generate API key button:
Tip: If you have already generated an API key for connecting KeyCRM to an online store, you can use the same API key here.
Copy the received API key and click on the Save button:
Go to your site settings on Weblium, open the Form management section, and select the Integrations tab. A little lower, expand the KeyCRM section, insert the previously copied API key into the field, and click on the Connect button:
Creating a pipeline in KeyCRM
If you have not yet created a pipeline in KeyCRM, you should make it so that responses from contact forms can go there. To do it, follow these steps:
In the left menu, go to the Settings section, select the Pipelines item, and click on the Create new pipeline button:
...or, if you already have some pipelines created but want to create a separate one for your site, you can do so by clicking on the drop-down list of your pipelines, where you'll find the Create new pipeline option (if the "Use Pipelines" switch above is off, turn it on):
Enter a name for the new pipeline and click the Create button:
Synchronization of fields between Weblium and KeyCRM
To send data from Weblium to KeyCRM, you need to specify which field of the contact form on your Weblium site corresponds to which field on KeyCRM. In other words, each contact form's field should be synchronized between Weblium and KeyCRM.
Activate KeyCRM in the form settings. To do this, go to the site editor on Weblium and then:
ᅠᅠ1) open the settings of the form you need;
ᅠᅠ2) go to the Integrations tab;
ᅠᅠ3) toggle on the switch near KeyCRM;
ᅠᅠ4) choose which pipeline from KeyCRM you need to send responses to;
ᅠᅠ5) click on the Sync fields with KeyCRM button.
In an opened window, click on the Add a field button:
Select the field from your contact form on Weblium in the left column from the drop-down list, and from the right column, select the field from KeyCRM, to which the information from the according form's field will be sent. Match all the fields from which data should be transferred to KeyCRM and click the Apply button:
Note: By default, KeyCRM has 3 fields: "Contact Name", "Contact Phone", and "Contact Email". If your form on the site has more fields, you should create custom fields on KeyCRM. How to do this is indicated in the next section of this manual.
Done! Publish your site for the changes to take effect.
You can view responses from your contact forms in KeyCRM in the Sales section (the first one from the top in the left menu) in the Pipelines vertical tab. The information that your customers filled out in the form on your website will be displayed in the corresponding fields of the lead (the card with the response from the contact form):
Important: If the contact form on your Weblium site has more than three fields and you need to pass info from other fields on KeyCRM as well, you need to create custom (extra) fields on KeyCRM. This process is described below.
Creating custom fields on KeyCRM
If you need to pass responses from more than three Weblium fields (name, phone, and email) to KeyCRM, you should create custom fields from KeyCRM to receive the information from the according fields of the contact form.
Go to the Settings — Advanced section and click the Add custom field button:
Fill in the necessary information about the new field:
ᅠᅠ1) specify its name;
ᅠᅠ2) choose its type. For most fields, the value "Text" (short text) or "Textarea" (longer text, such as a comment that can include several lines) is suitable;
ᅠᅠ3) select "Pipelines" as an entity;
ᅠᅠ4) choose the needed pipeline, which you created earlier;
ᅠᅠ5) click the Save button.
Note: If you have "Radio button" or "I accept" fields in a contact form on your website, you can also create custom "Text" or "Textarea" fields for them and sync them in the form settings. In this case, you will receive from the "Radio button" field the text of one option selected by the client and from the "I accept" field — Yes or No depending on whether a client has activated this checkbox. If you have a field with the "Date" type in a contact form, you can create a custom field with the same "Date" type on the KeyCRM side.
Tip: You can learn more about creating fields in KeyCRM in this guide or from the KeyCRM support team.
Similarly, add all the necessary fields, which will later be linked to the contact form fields on your site.
After creating all the necessary fields in KeyCRM, just as it was in the previous section of the instructions, go to the editor of your site on Weblium, open the settings of the form and in the Integrations tab, click the Sync fields with KeyCRM button. Click the Add a field button and select the name of the field of your contact form in the left drop-down list and the name of the additional field you added on KeyCRM in the right drop-down list, which corresponds to the field selected on the left. After that, click Apply:
Note: If the KeyCRM fields are not displayed during synchronization in the contact form settings on Weblium, please try to open the contact form settings again or reload the page.
Repeat step 4 for all additional fields you need to send to KeyCRM.
Done! Publish your site for the changes to take effect.
Now, custom fields will also be displayed in leads in KeyCRM:
Updated on: 12/07/2023
Thank you!