CARET Legal's CRM feature allows you to have leads created for you directly through your website. When a prospective client fills in their information through your online form, their details will automatically show up in Zola CRM.
If you would like to manually add our webform to your website, please use the following guidelines:
Please note:
- Your token can be found within the CRM Options section of your Zola Suite Account, or by contacting Support.
- First name and last name are required on the form without them the record will not go through
To Validate Token:
method: POST
parameters: Token (STRING)
return: boolean whether token is valid
To Submit Lead:
method: POST
parameters: TOKEN (STRING)
FirstName (STRING)
LastName (STRING)
Email (STRING)
Phone (STRING)
Message (STRING)
SubmissionUrl (STRING)
IpAddress (STRING)
ReferrerUrl (STRING)
LandingPage (STRING)
VisitorHistory (List of object containing VisitorType (INT, 1=Company, 2=Person), Url (STRING), VisitedDate (DateTime), and TimeSpentOnPage (String))
Example external lead submission using jQuery Ajax call:
$.ajax({
method: 'POST',
dataType: 'json',
data: {
'Token': '____',
'FirstName': 'Derek',
'LastName': 'Jeter',
'Phone': '123-567-6780',
'Message': 'In need of lawyer asap'
}
})
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