Integration with BoardCRM
BoardCRM is a hassle-free next-gen CRM system for effective business.
To integrate your website with BoardCRM, click on the BoardCRM widget on the uKit Dashboard.
Go to the BoardCRM website and create an account. Click on Try Now at the top of the screen and fill out the necessary fields (your email, phone number, and password). You will receive an email with a confirmation link. Complete the registration following the link.
To connect BoardCRM to your uKit website, you will need an API key. Go to the board settings clicking on the “gear” icon.
Under Tokens for API, create a new token for API, enter the token name and click Create.
Copy the token.
Go back to the uKit Dashboard and paste the API key to the input field and click Save.
To keep track of customers in BoardCRM, you need to properly set up feedback forms, pop-up windows, and order forms of the uKit online store.
How Do I Set Up a Feedback Form?
A message sent via a feedback form or an order form in your uKit online store automatically becomes a Lead in BoardCRM and appears on your board. Leave the uKit forms untouched, if you simply want to store your customer orders in one place.
But if your goal is to build a client base with names and contacts, you need to make sure the feedback forms on your uKit website are set up in a certain way.
BoardCRM uses the following info to create a contact in your client base:
- Name
- Email or Phone number
Note:
Make sure that the Name and Email/Phone fields are included into uKit website forms and set as required. It’s important to select exactly Name, Phone, or Email field types from the list when you add them:
Setting up Forms
Check if the form has these required fields:
- Name
- Email or Phone number
Note:
Set these fields as required to make communication with your customers more convenient.
The Email field is active in pop-up settings by default while Name is supposed to be enabled manually.
Set these fields as required.
Note:
If you are not sure that the proper field types are used for collecting names, emails and phone numbers, we recommend deleting them and add Name, Email or Phone fields again.
Go to the online store settings.
Click on Order form and set the following fields as required:
- Name
- Email or Phone number
Go to the settings of the Callback widget. In the section Show in the request form activate the Name input field. The Phone number field is active by default.
