CRM Data Enrichment with CustomJS

Introduction

CRM data enrichment is essential for maintaining accurate and detailed customer information. With CustomJS, you can set up dynamic links to landing pages with forms that enrich CRM data by integrating with various platforms. Therefore, you can place the dynamic links directly in the CRM and have the submitted information automatically added to your CRM. You can also select all examples as templates when creating a new CustomJS function.

Why CustomJS?

CustomJS is a flexible SaaS solution that enables you to create custom automations and integrations. One of the powerful features of CustomJS is its ability to dynamically generate forms based on the integration platform, allowing users to complete tasks such as SEPA mandate authorizations, damage reports, or other types of requests. These forms can automatically populate CRM fields, Airtable records, Google Spreadsheet rows, or create tasks in Asana.

How CustomJS Works

1. Create Your Function

Create your customJS function with a layout, a Form partial and a Thank-You partial. You can generate your forms with this, for example: VueForm Builder

2. Deliver Form-Partial

You can easily build a switch that returns the Form partial for a get request.

3. Receive form request

If the Javascript function receives a post request, you can simply render the Thank-You Partial. You can also, as we show below, push the data to Salesforce, for example.

var nunjucks = require("nunjucks");

let content;
const layout = variables.Layout;
const successContent = variables['Success Content'];
const formContent = variables['HTML FORM'];

switch (event.httpMethod) {
  case "GET":
    content = nunjucks.renderString(formContent, { event });
    break;
  case "POST":
    content = nunjucks.renderString(successContent, { event });
    break;
}

return nunjucks.renderString(layout, { content });

With CustomJS, you optimize your business processes and increase efficiency in data collection and management. Leverage the powerful integration capabilities to keep your CRM data up to date and ensure smooth workflows:

• -  Digital Signatures
• -  File Uploads
• -  SEPA Mandates
• -  Text Requests
• -  Image Requests
• -  PDF Editor