Connect vCita to your POWR Form to see your form respondent directly in your CRM system. To set this up, follow these steps:
- Step 1
- Open the POWR Editor (or App Settings in Wix).
- In the Settings tab, go to the Integrations section and select Client Management by vCita.
- Sign into your vCita account to authenticate the integration, and press the "Allow access" button to complete the authentication.
- Step 2
- Email field is required in vCita list and will match to your POWR Form email field automatically.
- Match any other vCita field with POWR Form Elements to map responses to the appropriate fields/columns.
- Once you have your vCita fields mapped to POWR form elements, click “Save Integration".
To disconnect vCita from your POWR Form, follow these steps:
- Step 1
- Open the POWR Editor (App Settings in Wix).
- In the Settings tab, go to the Integrations section and select Client Management by vCita.
- Step 2
- In the top section of the integration window, select “Remove Integration”.
- Confirm you want to remove the integration.
Your form responses will no longer be integrated with your vCita account.
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