Transferring applications from Webflow forms

Webflow is a website builder that allows you to create responsive, modern websites without programming, but with the same precision as manual layout.

In this guide, we'll look at how to set up the transfer of leads from Webflow forms to keyCRM to ensure fast and convenient processing of leads and increase customer satisfaction.

Step 1. Configuration on the Webflow side

Go to the Webflow website and sign up:

• Create an App Development.

• On the App info tab, specify the name and description.

• On the Building blocks tab, enable Data Client.

Add the Redirect URI: https://oauth.keycrm.app/callback/webflow

And specify the following accesses:

Step 2. Adding a source to keyCRM

Go to «Settings» → «Sources». A list of connected sources will appear. At the end of the list, there is an «Add source» button. Click on it. In the window:

1. Name — enter a name for the source;

2. Source — select «Webflow» from the list;

3. Client ID and Client Secret — enter the authorization data, which you need to copy from the App Development you created;

4. Website — after authorization, select the website from the list, the forms of which you need to connect;

5. Currency — specify the currency of the store;

6. «User access» tab — specify who will have access to orders from this source.

Step 3: Configuring form field transfer

To transfer data from a form to keyCRM, you need to specify which form fields correspond to keyCRM fields.

First, you need to add the form in the source settings:

1. Go to the «Forms» tab and click the «Add form» button;

2. In the window, select the form you want to configure;

3. Select the funnel to which you want to send applications from this form and click the «Next» button.

All fields of the form you selected will be loaded in the window. Select their correspondence to the fields in keyCRM and click «Save».

If you have multiple forms, you can connect and configure them all in the «Forms» tab by clicking the «Add form» button.

Once you have completed all the settings, save the source settings and all new applications sent from the forms will be uploaded to the pipeline cards.