How to Connect Leads Into The CRM System From An External Source

Owned by Angus Mundin (Unlicensed)
Last updated: Apr 30, 2024 by James Fox
1 min read

Introduction

This information page provides the links to the resources an IT services contractor/developer would need to connect an external source, such as a website submission form to the eKeeper (finova) CRM system.

*Connection via HTTP Posting & API includes a connection fee, Finova opens access, however this connection to the CRM is ultimately set up and managed entirely by the customer’s (your own) own IT support/staff.

 

TIP: If you are unable to set this up in house, we recommend you employ an IT/developer services contractor, who would be able to make use of the setup guides below.

 

Below are links to the technical information an IT engineer/developer would need:

HTTP Posting*

API*

Zapier