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Is It Possible to Transfer Form Data to a Third-Party System?
Is It Possible to Transfer Form Data to a Third-Party System?

Learn how to transfer data into a CRM system. #CRM #data #transfer #form #Pinpoll Tools

Theresa Kirchner avatar
Written by Theresa Kirchner
Updated over a week ago

Yes, it is possible to transfer form data to any third-party system.

To do so, open a new or existing form in edit mode and open the “Interfaces” section in Settings. Activate “Transfer data” and click on the “+ Add Interface” button:

A modal shows that allows you to choose between the following types:

  • Plain URL: The data is appended directly to the defined URL using a GET request.

  • Subscription API: The data is transferred to a defined URL using a POST request.


Plain URL

Note that this option is only suitable if no secret keys or sensitive data are to be transferred.

The following data can be configured for transfer in the modal:

Configuration

  • Trigger: This form field must have been selected/filled in for the transfer to take place. Typically this is a terms and conditions checkbox.

  • Domain: URL of the script that receives the data.

  • Form Field(s): Mapping of the created form fields to the field names of the target system.


Subscription API

Although the data filled by the user is public (well, what else), a secret key can be set and transmitted hidden to the end user and hence, can be used by the target system to determine legitimate data transfer.

The following data can be configured for transfer in the modal:

Configuration

  • Trigger: This form field must have been selected/filled in for the transfer to take place. Typically this is a terms and conditions checkbox.

  • Domain: URL of the script that receives the data.

  • API Key: Secret key that is transferred to the script URL and hidden to end users.

  • Form Field(s): Mapping of the created form fields to the field names of the target system.

Attached, please find a sample script that retrieves the data from the Subscription API and passes it on to a third-party system using CURL. Pinpoll chose this "proxy" to allow connecting with any third-party systems. Please note that the Pinpoll scope ends with the transfer of the data to the proxy script, hosted by you.

Should you have any questions or require support with the implementation, please let us know at any time.

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