🔗 How do I send SmartForm data to my CRM?

Summary:

This article walks you through connecting SmartForm to any CRM (e.g., HubSpot, Close, Salesforce, Pipedrive) using webhooks and Zapier. You’ll capture lead data, run a live test, and map credit fields like Spendable Credit, DTI, and more directly into your CRM.

IF YOU USE GHL THERE IS A DIRECT API INTEGRATION AVAILABLE

Watch This Video

Step-by-Step Setup:

1. Create a webhook inside your SmartForm portal

• Go to your SmartForm calendar widget and add a new webhook.
• Name it something like: Booking - HubSpot or Booking - Close CRM.
• Set the event type to: Lead Created.

2. Create a Zap in Zapier

• Go to Zapier → Create a new Zap.
• Choose the app: Webhooks by Zapier.
• Choose the trigger event: Catch Hook.
• Skip configuration and go straight to Test Trigger.
• Copy the Webhook URL provided.

3. Paste the Webhook URL into SmartForm

• Go back to your SmartForm webhook setup.
• Paste the Zapier webhook URL into the Webhook URL field.
• Click Test Webhook.

4. Run a live lead through SmartForm (not test data)

• In your SmartForm portal, open the calendar widget → Preview & Embed → Click the form link.
• Book a call with yourself using real data (name, phone, email).
• Important: If you’re already in your CRM, delete your entry before submitting so it’s treated as a fresh lead.

5. Back in Zapier: Capture and confirm real test data

• Return to Zapier → Click Find new record.
• Select the test record with your actual data.
• Click Continue with selected record.

6. Choose your CRM as the next Zap action

• In Zapier, search for your CRM (e.g., HubSpot, Close, Salesforce).
• Choose the action: Add or Update Contact.
• Start mapping these fields:
• • First Name
  • Last Name
  • Phone Number
  • Email

7. Create 4 custom fields in your CRM

You’ll need these fields to map the credit data:

After adding these to your CRM, go back to Zapier and click “Refresh fields.”

8. Map SmartForm data to those custom fields

Use these mappings in Zapier:

• Spendable Credit → SmartForm field: credit amount
• IP Address → SmartForm field: IP address
• SimpleCheck Credit Score → SmartForm field: credit score
• SimpleCheck DTI → SmartForm field: DTI

9. Finish setup

• Hit Continue in Zapier.
• Turn the Zap ON.
• You’re done.

Now, every new lead through SmartForm will be pushed into your CRM with all mapped SmartCheck data—automatically.

✅ Final Notes:

• Only new leads pushed through SmartForm after webhook setup will trigger this Zap.
• Use real test data, not placeholder/test data, or your CRM field mapping will be off.
• You never need to touch this again once it’s live—set it and forget it.

Updated on: 29/07/2025