In this guide we'll walk through how you can pass customer details from a 3rd party source, directly into Smarter Launch, making it easy to pass values via URL from another system into Smarter Launch.
You may already be using the Smarter Launch Chrome Extension which embeds a "Start New Proposal" button directly into your CRM interface. If so, you'll have already used this functionality! We are building on top of the same setup, but the data is coming from another system.
Here is an example URL that will pop-up the create customer modal in Smarter Launch:
https://dashboard.smarterlaunch.com/dashboard/proposals/new/?src=ChromeExtension&location_id=225966&name=Jessica%20Smith&phone=(480)%20545-2991&email=john.smith%40gmail.com&address=607%20W%20Medina Ave&city=Mesa&county=Maricopa&country=US&state=AZ&zip=85210&integrationType=pestpac&customer_address.custom.linear_sq_ft=25
Let's break it down:
src=ChromeExtension: This ensures that we are listening for the request parameters when visiting the proposal creation page.
name=Jessica%20Smith: This is the URL encoded string of the customer's name; "Jessica Smith"
Integration Specific Values: