Simple Integromat automation
We are currently working on Zapier and Integromat native integration, until we got that feature you can use a simple integration by capturing Calquo emails and parsing them.
Step 1 - Import our calquo blueprint or add the modules manually
Create a new scenario and import the Calquo blueprint you'll have access with your Starter plan.
This blueprint is prepared for Hubspot CRM, if you use other CRM can simply delete the final module and add the module for your CRM.
Now you need a Integromat paid plan in order to import blueprints, so if you don't have it, you can create the modules from scratch.
Step 2 - Configure each module
Configure the Email steps by adding your email credentials.
Configure email text parse to match your fieldnames.
Configure the CRM module or Google sheet module in order to add the lead with the information captured in the text-parse module.
Step 3 - Test your scenario and activate it
Send a lead with your Calquo form at your website and test your scenario.
If execution runs well you can now activate the scenario and run it with your desired frecuency.
Step 1 - Create your calculator
The first step is to create your calculator. In order to do that you can start from scratch or pick one of our available templates.
A good way can be start from a template and customize it to your needs
Once your calculator is finished with all the fields and formula to calculate the result, you're ready to embed it to your website.
Remember to Save the calculator before trying to embed it.
Step 2 - Copy the embedding code
In the Calculator builder you'll find a "<> Add to web" button.
If you click we'll provide the code of your calculator in a popup.
Just copy that code (don't worry if you don't understand that code at all). It will look like this, except for the generated id number.
<div id="calquo" data-calquo-id="0750fcc58f2f48d9b071"></div>
<script src="https://cdn.calquo.com/index.bundle.js"></script>
Step 3 - Embed the code in your website
Once you have the Calquo code in your clipboard you can go to your website builder or CMS and paste that code in the page you want it to show.
Depending of the CMS you'll have to do it in one way or another, but embedding your calculator will be very similar.
You'll just need to pick or add a field where you can load HTML code and paste your Calquo code in there.
We made guides for most popular CMS so you can follow them and embed your calculator in your website easily.
Check them here ↓
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