How to integrate SELL&SIGN into your CRM using URL parameters ?

How to integrate SELL&SIGN into your CRM using URL parameters ?


What could be more frustrating than having to enter the contact details of your customers, partners and contacts several times? With SELL&SIGN, you can automate the filling of the client / signer file by passing the information in URL parameters.

Example:

https://betacloud.sellandsign.com/calinda/sellandsign/#/selectcontract?

  n = 001 &

  f = First name &

  l = Name &

  c = Mister &

  cn = Company &

  a1 = Street &

  ct = City &

  pc = 75001 &

  co = France &

  cp = 0612345678 &

  p = 0123456789 &

  e = Email &

  j = Director


By calling SELL&SIGN using this address, you can directly create the customer file with the information contained in the link. If a customer file with the number n = 001 already exists, it will be retrieved and updated.