Carrot Website Integration

Forefront CRM is one of the most advanced systems for real estate investors. As such, we account for this two-step form system and have built technology to tie the data together into a single lead (rather than creating 2 leads, 1 for each form submission).

This document walks you through integrating your Carrot’s seller website forms with Forefront CRM so that any new leads are sent to your Forefront CRM. Carrot uses a 2-step form system whereby a website visitor submits their information on the first form and then is presented a second more detailed form they have the option of filling out. Due to this, we will create 2 zaps to handle receiving the information from both forms.

Overview

  • Requires Zapier premium account
  • Setup a Zap in Zapier to handle receiving website leads from the main website form titled ‘What do you have to lose? Get started now’
  • Setup a webhook in Forefront CRM to receive the parsed lead information from the Zap
  • Setup a second Zap in Zapier to handle receiving the additional information that comes in when the website visitor submits the more detailed information on the website form titled ‘Step 2 More Detailed Submission Form’

Create Zap For First Carrot Form

  • Login to your premium Zapier account

Create a New Zap

Name the Zap

Set the Zap Trigger Action to be a Webhook

Set the Trigger Event to be ‘Catch Hook’

Click the blue ‘Continue’ button

You will be presented with the webhook trigger to copy. This will be set in your Carrot website form settings.

Set the Trigger Webhook For Your Carrot Form 1

Login to your Carrot website and go to the Account page: https://app.carrot.com/account

Click on the ‘Content’ button for the website you are hooking up to Forefront CRM.

Click on ‘Forms’ and find the ‘What Do You Have to Lose? Get Started Now…’ form’s Settings link and select Zapier.

Click the ‘Add New’ button at the top right to create a new Zapier webhook trigger.

Fill out the settings for the Carrot form’s webhook trigger. For the Webhook URL, copy the ‘Custom Webhook URL’ from Zapier (see image below the Carrot form settings image next). Click the ‘Save Zapier Feed’ button.

This is where you get the webhook URL from in the Zapier Trigger:

Back in Zapier, Test the Trigger

Go back to Zapier and click the continue button for the trigger. You will see the below screen. Click the ‘Test Trigger’ button.

Create the Action for Your Zap

Now we are going to create the webhook action that will fire off to send information to your Forefront CRM account.

Choose the Post Event

Select POST and click the blue ‘Continue’ button.

Now we will need to create the webhook in Forefront so that we have a webhook URL to paste into this action so that the Zap knows where to send the data.

Setup Webhook in Forefront CRM

This is where we will create the webhook in Forefront CRM to receive the information from the Zap.

Create the Forefront Webhook

Login to your Forefront account and go to Settings > Webhooks: https://app.forefrontcrm.com/settings/webhooks

Click the ‘+ Webhook’ button at the top right


Set the settings for the Webhook

If you do not have a campaign set up yet for this lead source, you can do so later using the ‘manage’ button for the webhook you are creating.

The campaigns can be set up here if you’d prefer to do this now: https://app.forefrontcrm.com/campaigns

We prefer to set the lead temperature default to warm as most inbound leads that come from websites tend to be better, more motivated sellers.

Once created, we can now copy the webhook URL to put into the Zap action webhook URL. Go ahead and copy it:

Set the Webhook URL in Zapier

After pasting the URL, you can leave the remaining settings as they are and click the blue ‘Continue’ button.

Test and Continue

You should see two buttons. Test and Review and Test and Continue. Go ahead and click ‘Test and Continue’.

This will send data over to the Forefront CRM webhook you just created. We will work with that data in a little bit. For now, we need to duplicate the steps from the first section of this document for the second Carrot form.

Create Zap For the Second Carrot Form

Login to your premium Zapier account

Create a New Zap

Name the Zap

Set the Zap Trigger Action to be a Webhook

Set the Trigger Event to be ‘Catch Hook’

Click the blue ‘Continue’ button

You will be presented with the webhook trigger to copy. This will be set in your Carrot website form settings. Let’s do that now.

Set the Trigger Webhook For Your Carrot Form 2

Login to your Carrot website and go to the Account page: https://app.carrot.com/account

Click on the ‘Content’ button for the website you are hooking up to Forefront CRM.

(Important Note: Adjust Second Form Field Name for Street Address)

Due to a situation with the field naming on the forms being different by default from the Carrot factory settings, you will need to edit one field name on this second form.

Navigate to edit the form entitled, “Step 2 More Detailed Submission Form”

Now we will need to change the Address field to be named ‘Property Address’

Make sure to click the ‘Update’ button on the right side of the page:

Now Continue Setting Up the Zap Trigger Webhook

Click on ‘Forms’ and find the ‘Step 2 More Detailed Submission’ form’s Settings link and select Zapier.

Click the ‘Add New’ button at the top right to create a new Zapier webhook trigger.

Fill out the settings for the Carrot form’s webhook trigger. For the Webhook URL, copy the ‘Custom Webhook URL’ from Zapier (see image below the Carrot form settings image next). Click the ‘Save Zapier Feed’ button.

This is where you get the webhook URL from in the Zapier Trigger:

Back in Zapier, Test the Trigger

Go back to Zapier and click the continue button for the trigger. You will see the below screen. Click the ‘Test Trigger’ button.

Create the Action for Your Zap

Now we are going to create the webhook action that will fire off to send information from the second Carrot form to your Forefront CRM account.

Choose the Post Event

Select POST and click the blue ‘Continue’ button.

Now we will need to create the webhook in Forefront so that we have a webhook URL to paste into this action so that the Zap knows where to send the data.

Copy the Webhook URL You Already in Forefront CRM

No need to create another webhook. We are simply using the one you already created early in this document.

Set the Webhook URL in Zapier

After pasting the URL, you can leave the remaining settings as they are and click the blue ‘Continue’ button.

Test and Continue

You should see two buttons. Test and Review and Test and Continue. Go ahead and click ‘Test and Continue’.

This will send data over to the Forefront CRM webhook you just created.

Map the Data Fields in Forefront CRM

Now the single Forefront CRM webhook you created will have two submissions of data. In this step, we will be mapping the data to fields in your Forefront CRM as well as setting the unifying field so that Forefront knows it needs to update a lead created by the first Carrot form with data submitted from the second Carrot form (rather than creating 2 leads).

Go back to your webhooks in Forefront: https://app.forefrontcrm.com/settings/webhooks

Click the ‘manage’ button for your Carrot webhook.

Toggle On Multi-Step Form

On the left side, toggle on the Multi-Step Form toggle switch and paste ‘Property_Address_(Street_Address)’ into the field (without the single quotes).

This is how Forefront will know to tie the two Carrot forms’ data together based on having the same Street Address.

Be sure to click the orange ‘Save’ button below the toggle switch.

Map the Data Fields

You should see some recent submissions from the Zap tests we did earlier. Select two of them (this should actually be all you have – 2)

Scroll down and map the fields as follows

Any field from Carrot (left side) you want to map that does not have a corresponding field in Forefront (right side) can be created as a custom field by visiting the Forefront settings here: https://app.forefrontcrm.com/settings/leads

  • Do_you_need_to_sell_your_house_fast? -> Lead Info – Fast Close Needed
  • Email -> Contact – Email Address
  • Garage -> Property – Parking Type
  • Is_the_house_currently_listed_with_a_realtor? -> Lead Info – Is Listed
  • Is_there_anyone_living_in_the_house? -> Lead Info – Occupancy Type
  • Phone -> Contact – Phone 1
  • Property_Address_(City) -> Property – City
  • Property_Address_(State_/_Province) -> Property – State
  • Property_Address_(Street_Address) -> Property – Street Address
  • What_kind_of_repairs_and_maintenance_does_the_house_need? -> Lead Info – Repairs Needed
  • Whats_your_ultimate_goal_with_your_house? -> Lead Info – Reason For Selling
  • Your_Name_(First) -> Contact – First Name
  • Your_Name_(Last) -> Contact – Last Name
  • Property_Address_(ZIP_/_Postal_Code) -> Property – Postcode

Click the ‘Save’ button.

We are now ready to active the Forefront CRM Webhook and the Zaps we created!

Activate the Forefront CRM Webhook

Turn on Your Zaps

In Zapier, make sure your Zaps are turned on.

Testing the Integration

Now that we’ve set up everything it’s time to submit a test lead to your Carrot website.

Go ahead and submit the form on your home page and then fill out and submit the second form.

Wait a moment and confirm the lead shows up in Forefront!

Ensure the lead information from the second form shows up under Lead Information (this shows the two form submissions were properly combined by Forefront):

You’re all done!

If you need any assistance, please reach out to our Customer Success team at support@forefrontcrm.com

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