Setting up Formstack
Gathering information from your contacts on the web is easier than ever. With a Formstack account you can create webforms to be shared or embedded on your site. Information collected through Formstack can be passed back here into Batchbook, easy peasy!
Create Webform in Formstack
First, create a new form in Formstack. If you're bringing data into Custom Fields, be sure to match the field type up with the field types that are in your Batchbook account. If you're using multiple choice fields, be sure that the choices in your Formstack account match exactly. If we're trying to bring data into the Custom Fields above, be sure that the Custom Field options (New York, San Francisco, New Orleans) match the choices offered in the form.
After you've created the form you love, head over to the Settings tab and select the Integration Hub from the menu on the left. Click on the folder for Customer Relationship Management and then the Add button for Batchbook. You will need to initiate this integration on each form created.
Enter your Batchbook account name and account API key when prompted, then click the Continue button.
Confirm where data will integrate
Publish or Embed your form
Once the form is saved, you can choose to publish or embed it on your site as needed.
That's it! Submissions to the form will be passed to Batchbook quickly!
It's a great integration built by the Formstack team! We hope you enjoy!