• Resolved ioruslan88

    (@ioruslan88)


    Which method of transferring information from a BitForm to a CRM system is more reliable?
    There are two options:
    1. Data transfer from the form to the CRM system via Webhook.
    2. API data transfer from the form to the Google Sheet, and then from the Google Sheet to the CRM system.

    I’ve heard that if the webhook doesn’t work, the data will be lost. Or am I wrong?

    Thank you!

    • This topic was modified 1 year, 1 month ago by ioruslan88.
    • This topic was modified 1 year, 1 month ago by ioruslan88.
    • This topic was modified 1 year, 1 month ago by ioruslan88.
    • This topic was modified 1 year, 1 month ago by ioruslan88.
    • This topic was modified 1 year, 1 month ago by ioruslan88.
Viewing 3 replies - 1 through 3 (of 3 total)
  • Plugin Support wayes001

    (@wayes001)

    Thanks for reaching out to us.

    We’d like to let you know that both methods are secure and reliable. Bit Form is capable of sending data via Webhooks as well as to Google Sheets, and both methods work effectively.

    To assist you better, could you please let us know which CRM platform you’re planning to connect with?

    Thread Starter ioruslan88

    (@ioruslan88)

    Thanks for the answer! But my question is what will happen to the data if there is a transmission failure. Will there be an attempt to resend, or will the data be lost? Perhaps one of the transmission methods is more reliable.

    Plugin Support wayes001

    (@wayes001)

    If the integration fails, the data will not be sent, and currently, there is no automatic retry option for failed transmissions — neither for Webhooks nor for Google Sheets. In such cases, you would need to manually add the data to your CRM.

    However, Bit Form does provide a filter hook to handle integration failures:
    bitform_filter_integration_run_failure_message

    You can use this hook to trigger custom actions (like notifications) when an integration fails.

    📄 Here’s the documentation for the hook:
    https://bit-form.com/wp-docs/developer-docs/php-filter-hooks/#bitform_filter_integration_run_failure_message

Viewing 3 replies - 1 through 3 (of 3 total)

The topic ‘BitForm-CRM (API VS Webhook)’ is closed to new replies.