Tilda.cc retailCRM integration

Tilda.cc retailCRM integration

Description

The module is available in the retailCRM marketplace (Administration > Integration > Marketplace). It is also possible to install the module on your own server (self-host).

When an order is received via the lead-form on the website, the module sends the following data to retailCRM:

  • Primary order fields (first name, last name, patronymic, main and additional phone numbers, email, comment)
  • Delivery type and cost
  • Order list (shopping cart content)
  • UTMs

You can connect an unlimited number of sites to one retailCRM account.

Support

For support use any of contacts on the contact page , or contact us in online chat (the button at the bottom right corner of the screen)

Installation

Installation and configuration of the module includes three steps:

  1. Creating an API key
  2. Setting up form fields mapping
  3. Adding a data collection service in Tilda

Creating an API key

Go to the Administration > Integration > API access keys section and add a new key with access to all or particular stores and the following permissions:

  • Orders
    • /api/orders/create
  • Data book
    • /api/reference/delivery-types
    • /api/reference/sites
  • Integration
    • /api/integration-modules/{code}/edit

Setting up form fields mapping

Find and enable Tilda.cc module in the CMS section fo the Administration > Integration > Marketplace page.

On the module settings page enter the key created in the previous step to the API key field and click Check button. If the key is specified incorrectly, or it lacks the necessary permissions, an error message will appear under the form:

API key errors
API key errors

If the check passed, you will see the + Handler button in the left side menu. Click the button to add a new form handler.

The handler is responsible for receiving data from website forms and sending it to retailCRM. You can use either one handler for all site forms, or create a dedicated handler for each of them. The settings include the following elements:

  • Handler name
    Displayed handler name. Serves for your convenience and does not affect leads processing.
  • Store
    A store (site) you want to send leads to. Stores are configured in the Administration > Stores CRM section. If there is no store you need in the drop-down list, check the API key accesses settings.
  • Handler URL
    This field appears after saving the settings. You will need to copy the value (either manually or by pressing the Copy button) and use in Tilda settings later
Handler settings
Handler settings
  • Form fields
    In this section you can map website form fields to retailCRM order fields. For example, the value of form field with name address will be passed to field Address of the order "Delivery" section. You can specify field names in the form fields settings in Tilda. The names are case insensitive (it means that names address, Address and ADDRESS are the same)
Form fields settings
Form fields settings
Tilda form field settings
Tilda form field settings

Delivery variants Tilda form field type is special. If the variant is specified in NAME = PRICE format, for example Courier = 10, than the created order will have delivery type Courier and delivery cost 10.00.

Essential: the delivery type must exist in the delivery types data book in retailCRM (Administrations > Data books > Delivery types).

Tilda delivery field settings
Tilda delivery field settings
retailCRM delivery types
retailCRM delivery types

Order list (shopping cart content) is sent to the crm and added to the order. If retailCRM trade offer external code is specified in the Subtitle or SKU field of product's card, this offer will be added to the order. If the field is empty or there is no offer with such external code, product will be added as is by name (without binding to a warehouse).

Product SKU in Tilda
Product SKU in Tilda
Offer external code in retailCRM
Offer external code in retailCRM
  • Handled leads
    The handled leads section appears after the handler has accepted at least one lead. Shows records of all forms processed in the last 30 days.
Handled leads log
Handled leads log

Adding a data collection service in Tilda

Save module settings, copy Handler URL field value and add a new Webhook data collection service in the site settings (Site > Site settings > Forms > Other)

Tilda data collection services
Tilda data collection services

Insert the copied value in the Webhook URL field, name the service with any name convenient for you, for example retailCRM and save the settings. Then return to this page and set Send UTM and Transfer data for goods in the order - as array checkboxes.

Tilda webhook settings
Tilda webhook settings

To enable this service for all site forms click the Assign service to all forms on the website link at the bottom of the page and then re-publish all site pages.

Starting from now, if you have set up fields mapping correctly, all site leads will go to retailCRM along with shopping cart content and UTMs. Please contact support if you have any questions or experience technical issues.

Frequently asked questions

Is the module paid?
How reliable is it?
How to connect multiple sites?
How to send cart content to CRM?
How to send goods properties (color, size, etc.)?
How to send additional fields like Roistat ID?
How to send information about online payments from sites?
I've set up the module but some order fields are missing in CRM. Why?
Is it possible to synchronize Tilda's and retailCRM's warehouses (stores)?
Is it possible to pass UTMs to the CRM?

Changelog

05.06.2019 v0.1.6

  • Fixed error with auto-detecting interface language on the first settings page visit
  • More descriptive error message on settings saving
  • Disabled empty test leads creating on saving webhook settings in Tilda
  • Added handling of post arrays (variable names like comment[])
  • Minor UI components improvements
  • Instruction updated. Added info about shopping cart content sending

01.06.2019 v0.1.3

  • Initial release, publication in retailCRM marketplace