You may use the 123FormBuilder – Big Contacts integration to create new contacts in your Big Contacts account upon form submissions. Follow our step-by-step guide below to learn how you can integrate your online forms with the Big Contacts application.
To enable the 123FormBuilder – Big Contacts integration on your web form, go to the Settings → 3rd Party Apps section and hover your mouse over the Big Contacts logo. This will bring up the Add button that you will need to push for the Big Contacts application box to drop below.
Make sure you are logged in your Big Contacts account in the same browser before enabling this integration on your online form. Click on the Connect button and press Allow to return to the settings of the 123FormBuilder – Big Contacts integration.
In the customization lightbox of the 123FormBuilder – Big Contacts integration, follow these steps:
1. Use the Assign to dropdown to select the Big Contacts user (if your Big Contacts account has more than one).
2. Map the fields Email, First Name and Last Name with your form fields that are displayed in the dropdown to the right. Set those fields as required on your form, otherwise the integration will fail if the form visitors leave them blank.
3. The fields that follow are optional, so feel free to map them only if you require them. You can map fields for the following records: Personal Record, Business Record, Spouse and Family.
4. Use the Error Handling section to type in the email address that will receive error. If a form visitor encounters connectivity problems while submitting the form, the integration could fail and you will be notified by email. By default, the email address associated to the 123FormBuilder account is displayed in this section.
Now that all the steps have been followed, hit Save and you are done. From now on, all forms submissions will create a new contact in your Big Contacts account.