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Accounts

Description

Account form bridge template. The resulting bridge will convert form submissions into SuiteCRM accounts (companies/organizations).

Form layout

Blueprint of the template’s form

Wizard

Schema of the wizard steps and its fields

Credential

  • Name
    text
  • Username
    text
  • Password
    text

Backend

  • SuiteCRM URL
    url
  • Name
    text

Form

  • Form title
    text

Bridge

  • Assigned User
    select
  • Account Type
    select
  • Industry
    select
  • Lead Source
    select
  • Bridge name
    text