Make an enquiry (incl. Automate/Zapier x Salesforce)

[thejoefriel]

Further info Includes form creation and submission to Salesforce via Zapier

Update Rather than Zapier we're going to see if we can get it working with Automate.io instead

Acceptance Criteria:

REMEMBER THAT WHOEVER WORKS ON THIS ISSUE MUST TICK OFF ALL THE POINTS IN THIS LIST UNLESS THERE IS CLEAR AGREEMENT IN THE COMMENTS TO SAY OTHERWISE. DO NOT REVIEW A PR INVOLVING THIS ISSUE UNLESS THIS HAS BEEN DONE

• [x] Create page https://www.figma.com/file/th8nLWr4WZn9FMdurh5f0c/Chiltern-Music-Therapy---Website?node-id=311%3A4231
• [x] CMS collections - NONE
• [x] Please refer to text limits in Figma comments
• [x] Please follow prototype links in Figma
  • [x] On success show standard form submission success message
  • [x] Required fields
  • [x] Name
  • [x] Email OR phone
  • [x] Main body text

Form submission set up

• [ ] Set up Automate.io account for info@chilternmusictherapy.co.uk
  • Reach out to katie@chilternmusictherapy.co.uk if there's 2FA required
  • I believe we will need to use a paid account, so get Katie to put in billing details
  • [ ] Add log in details to spreadsheet #1
  • [ ] Connect with CMT salesforce - you may need to get CMT to log in to Automate.io so they can log into Salesforce via Automate. Speak to tim@chilternmusictherapy.co.uk to arrange this
  • [ ] Agree with CMT what you want Automate to trigger (it will be sending the data to a specific point in Salesforce so we just need them to confirm)
• [ ] If this fails, then follow this same process above for Zapier

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• [ ] @bethanyios can you get the list of options for specialism, interested in and enquiring for, and then add here as a comment

[thejoefriel]

Hey @fadeomar I've updated this issue now to focus on Automate first please. Let me know if any issues. I played around with Automate and it seems fundamentally the same flow as Zapier so should be ok :)

[thejoefriel]

@fadeomar here's the dropdowns:

Specialisms: Early Years Autism Learning Disabilities Dementia and Alzheimer's Mental Health Brain Injury and neuro-disability Life-limiting conditions Emotional and Behavioural difficulties

Are your interested in Referral Service request Other

Enquiring for Individual School Carehome Hospital Other

[fadeomar]