Overview
When external developers need to integrate website forms with your Dazos CRM but don't have user access to the system, Dazos support can generate the complete webhook code for you. This allows developers to integrate forms without requiring CRM credentials.
Before You Begin
Administrative access to your Dazos CRM instance
Website form URLs that need integration
Contact your external developer who will implement the code
When to Use This Method
This approach is ideal when:
External developers need webhook integration but lack CRM user access
You want to provide complete, ready-to-implement HTML form code
Multiple forms need integration, and you want consistent implementation
Security policies prevent sharing CRM login credentials with external parties
Steps
1. Contact Dazos Support
Submit a support request specifying that you need raw webhook code generated for external developer implementation. Include:
The website form URLs that need integration
Domain type (WordPress, etc.)
Clarification that the developer doesn't have CRM user access
2. Provide Form Details
When submitting your request, include:
All website form URLs requiring integration
Website platform information
Any specific field mapping requirements
3. Receive Generated Webhook Code
Dazos support will create the webhooks in your CRM system and provide complete HTML form code that includes:
All necessary field mappings
Proper validation scripts
Complete endpoint configuration
Hidden fields for proper data capture
4. Share Code with Developer
Provide the generated HTML code to your external developer. The code will be complete and ready for implementation in your website backend.
What You'll Receive
The generated code includes:
Complete HTML form structure with proper form action endpoints
Field mappings that correspond to your CRM lead fields
Validation scripts for proper form submission handling
Hidden configuration fields, including public ID and security tokens
Implementation by Developer
Your external developer can then:
Copy and paste the provided HTML code into your website backend
Style the form to match your website design
Test form submissions to ensure proper data flow
Deploy the integrated forms to your live website
Verification / Expected Result
After implementation:
Form submissions automatically create new leads in your Dazos CRM
All mapped fields populate correctly in the Leads module
No CRM access is required for ongoing form functionality
Multiple forms can be integrated using the same process
Troubleshooting / Common Errors
Forms not creating leads:
Verify the developer implemented the complete HTML code without modifications
Check that form action URLs point to the correct CRM instance
Missing field data:
Ensure field names in the implemented code match exactly with the provided webhook code
Confirm all required fields are properly mapped
Code implementation issues:
Have your developer verify that no HTML tags or scripts were modified during implementation
Test forms in a staging environment before going live