How can I send form enquiries from an e-commerce site to a 3rd party CRM?

How can I send form enquiries from an e-commerce site to a 3rd party CRM?

BryanPal
Shopify Partner
26 0 3

I have a client using a 3rd party CRM system and we wish to send all form enquires from the Shopify website forms to the CRM. 

 

The CRM provides us a valid endpoint to send a json package to we just need to know how to implement in Shopify.

 

How can I post to an external url endpoint on form submission?

 

Ideally would like to use Shopify native form but am open to an app if there are no other options. 

Replies 2 (2)

PaulNewton
Shopify Partner
7746 679 1617

All assumes " Shopify website forms" means things like contact forms in a theme for the online sales channel of a specific merchant store , and NOT the backend admin, or shopify's own "website forms".

 

Roughly you would just hook into the forms submission event like any other frontend html form.

The specifics will vary WILDLY between themes as some themes javascript will already be hooked into the submit event and may be set to stop propagation, and/or have completely custom submission functions. Then apps may be doing the same thing to frontend forms.

 

If you don't need the data to actually be submitted to shopifys backedn at you could just replace the form entirely or it's target action url putting the json into a hidden input depending on if the endpoint will consume json like that.

 

For contact form theme basics see the dev docs

https://shopify.dev/themes/customer-engagement/add-contact-form

 

Also beware of captchas causing double custom submissions when the form submits but fails > captcha is verified > form submitted again.

 

 

Contact paull.newton+shopifyforum@gmail.com for the solutions you need


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zep72
Tourist
3 0 2

Yes, "you could just replace the form entirely or it's target action url putting the json into a hidden input depending on if the endpoint will consume json like that." - This will work. However, the docs do not explain and/or show how to do this. Would you be able to provide a code example please?