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How do I manually add the CARET Legal CRM Webform to my Website?

  • Updated
CARET Legal's CRM feature allows you to have leads created for you directly through your website. When a prospective client fills in their information through your online form, their details will automatically show up in CARET Legal CRM.
 
If you have a WordPress website, you can find more details here.
 

To manually add our webform to your website:

  1. Select Firm Settings from the drop-down arrow beside your avatar.

    FirmSettings.png

  2. Click CRM from the vertical menu bar and select CRM Options.

    CRM Options.png
  3. Enter your First and Last name as they are required on the form.
If you do not enter a full name the record will not go through.                                           

 

To Validate Token:

 
method: POST
parameters: Token (STRING)
return: boolean whether token is valid 
 
To Submit Lead:
 
method: POST
parameters: TOKEN (STRING)
    FirstName (STRING)
    LastName (STRING)
    Email (STRING) 
    Phone (STRING) 
    Message (STRING)
    SubmissionUrl (STRING)
    IpAddress (STRING)
    ReferrerUrl (STRING) 
    LandingPage (STRING) 
    VisitorHistory (List of object containing VisitorType (INT, 1=Company, 2=Person), Url (STRING), VisitedDate (DateTime), and TimeSpentOnPage (String))
 
Example external lead submission using jQuery Ajax call: 
 
$.ajax({
    method: 'POST',
    dataType: 'json',
    data: {
        'Token': '____',
        'FirstName': 'Derek',
        'LastName': 'Jeter',
        'Email': 'derek@aol.com',
        'Phone': '123-567-6780',
        'Message': 'In need of lawyer asap'
        }
})

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