By setting the URL of the form in the schedule adjustment calendar, data can be linked when a booking is completed.
Forms created by external services such as Salesforce / HubSpot can be linked.
FORM POST is available with the Premium Plan.
What you can do with the FORM POST
One form can be set for each schedule adjustment calendar.
We plan to support multiple form settings in the future.
Data will be linked at the time of booking completion.
* Data will not be linked at the time of cancellation of a booking.
What you need for integration
Account for an external service (Salesforce, HubSpot, etc.) that allows form creation
In Salesforce: Salesforce account for editions that allow form creation
Ref. (Salesforce Help): Guidelines for Setting Up Web-to-Lead
Group Edition
Professional Edition
Enterprise Edition
Performance Edition
Unlimited Edition
Developer Edition
TimeRex account (Premium Plan)
How to integrate
You can set up FORM POST by clicking "Add service Integration" in the "Service Integration" section of the Advanced settings of the schedule adjustment calendar, and then clicking "FORM POST".
The "FORM URL" must be an HTTPS form URL for security purposes.
In "Parameter", enter the parameters that indicate the items you wish to link to in the registration destination form.
The parameter is the content of the name of the input element that indicates the item to be linked, as described in the HTML file of the form.
The "Information to be obtained" pull-down menu can be opened, so select one of the items.
To register data in multiple "Parameter", use the "+" button to increase the number of input slots.
Details of "Information to be obtained"
For "Information to be obtained", you may select from the following options.
Question Item Contents
会社名(Company Name) * Question items can be deleted or edited by customizing
名前(Name) * Question items can be deleted or edited by customizing
メールアドレス(Email Address) * Question items can be deleted or edited by customizing
コメント(Comment) * Question items can be deleted or edited by customizing
Other items added by customizing question items
(ref.) Customize question items during schedule adjustment
Contents prepared in advance
Calendar URL
Calendar Name
Schedule Start Time
Schedule End Time
UUID
Cancel Link
Reschedule Link
Notes
Only Salesforce and HubSpot are guaranteed to work.
Other external services may also be able to be integrated as long as they are in a common form format.
Please note that if you enable reCAPTCHA on any form, you will not be able to register lead information through TimeRex, regardless of which external service you choose to use.
For integration with Salesforce
If you use Salesforce's Web to Lead function, you can register lead information by POSTing it to a Salesforce form.
Salesforce Support page:
Web-to-Lead: Converting Online Prospects to Sales Leads in Salesforce - Salesforce.com
Please note that if you enable reCAPTCHA on the Salesforce form, you will not be able to register lead information through TimeRex.
For integration with HubSpot
If you use HubSpot's Lead Capture function, you can register lead information by POSTing it to a HubSpot form.
HubSpot Support page:
How to Use HubSpot to Capture Leads on Your Website [New Customers]
Please note that if you enable reCAPTCHA on the HubSpot form, you will not be able to register lead information through TimeRex.
FAQ
What should be put in the "FORM URL" when integrating HubSpot?
Please put the URL in the following format.
https://api.hsforms.com/submissions/v3/integration/submit/:portalID/:formGuid
Ref. (HubSpot API Documentation): Submit data for a form | Forms API
:portalID・・・Please change to your HubSpot account ID
How to confirm (HubSpot Knowledge Base): Manage multiple HubSpot accounts > Check your current account
:formGuid・・・Change to the unique ID of the HubSpot form
How to confirm (HubSpot Knowledge Base): Find your form GUID
Is there a way to confirm the inflow paths for posted data?
We apologize, but there is no way to check which schedule adjustment calendar in TimeRex the data integrated with the external service came from.
The information that can be posted in the form POST is only the content of the items selected as "Information to be obtained" from the questions entered by the guest at the time of schedule adjustment.