This guide will help you set up Form Integration for clients.

Go into the dashboard (https://dealerspikeopco.marketingautomation.services/dashboard) and create companion forms for all of the following system forms:

- Name the form and select "Native Form" and leave the selected "Qualified Leads." Then hit continue.

Catch All
Finance Application
Contact Us
Best Price
Careers
Facebook Inquiry
Get Quote
Inquiry
Insurance Quote
Lead Pop
Parts Request
Rental Availability
Rental Form
Schedule Ride
Service Request
Trade Value

2. After creating these forms, you'll need the Embed Code for each one. They'll look something like this:

Settings → Sites → Click on specific site → Track code tab

<script type="text/javascript">
    var __ss_noform = __ss_noform || [];
    __ss_noform.push(['baseURI', 'https://app-3QNDXX7R42.marketingautomation.services/webforms/receivePostback/MzawMDEzszAwBgA/']);
    __ss_noform.push(['endpoint', 'ed81e097-d6d8-4e7b-8437-331ff32c72e6']);
</script>
<script type="text/javascript" src="https://koi-3QNDXX7R42.marketingautomation.services/client/noform.js?ver=1.24" ></script>

3. Add a new client tab to the Form Integration Endpoints Google Sheet.

4. Set up the following snippet object on our stage site with each endpoint of each form: https://sharpspringcrm.clients.dealerspike.net/useradmin.asp?page=xSnippetsAdmin

- The endpoint key outside the formtypes is the default form, meaning it should be used as the "Catch-All Form."

{
   "sharpspringcrm": {
       "appid": "AAAAAAAAAA"
       ,"baseurlid": "BBBBBBBBBBBBBBB"
       ,"endpoint": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx"
       ,"formtypes": {
           "contactus": {
               "endpoint": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx"
           }
           ,"bestprice": {
               "endpoint": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx"
           }
           ,"careers": {
               "endpoint": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx"
           }
           ,"facebook inquiry": {
               "endpoint": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx"
           }
           ,"financeapp": {
               "endpoint": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx"
           }
           ,"getquote": {
               "endpoint": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx"
           }
           ,"inquiry": {
               "endpoint": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx"
           }
           ,"insurancequote": {
               "endpoint": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx"
           }
           ,"leadpop": {
               "endpoint": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx"
           }
           ,"partsrequest": {
               "endpoint": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx"
           }
           ,"rentalavail": {
               "endpoint": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx"
           }
           ,"rentalsform": {
               "endpoint": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx"
           }
           ,"schedride": {
               "endpoint": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx"
           }
           ,"servicerequest": {
               "endpoint": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx"
           }
           ,"tradevalue": {
               "endpoint": "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx"
           }
       }
   }
}

We can’t set up the snippet on a live site yet, since the field mapping process for each form is a lengthy procedure and leads are likely to come through on a live site during the set up process. Only apply this to a live site after the mappings are complete. SharpSpring mapping is convoluted, so take extra care at this stage.

5. Submit a test form with as many fields filled out as possible. Use the email address "leadtest@dealerspike.com". It's best to have a unit attached to the form. Example: /--xcontact?oid=123456 and the unit used should have a stock number and VIN.

6. Go into the stage site CRM snippet section and copy that into the client’s live site (it will be the same snippet section). Remember to save twice! For whatever reason, the first time won't register the save. Once it’s saved correctly, you're good to go!

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