How to Integrate with Neon CRM
We often hear from web designers and developers who are looking for ways to integrate Neon CRM with their websites. That’s great news, because we offer a lot of options. While the API often seems like the obvious choice for a project, it’s important to understand that Neon CRM provides many out-of-the-box features that require much less work.
This article is organized based on specific tasks you may be trying to accomplish.
Customizing Web Forms
The most common question we get from web designers is how to integrate with Neon CRM’s forms and pages. We have a few options, described below.
Create Themes for Forms & Pages
Within Neon CRM, you can customize mobile-responsive templates which can be applied to your forms & pages. To create or edit a theme, go to Global Settings > Forms & Pages > Themes.
Email Sign-up Form
If you want to embed an email list signup form into your website, you can take advantage of an existing feature in Neon CRM called Email Newsletter Subscription Forms. Essentially, you can create an Email Audience that will output a sign-up form as an HTML code snippet. Any constituent who fills out this form will be added to this specific email list. You can embed this code on your website and modify the markup.
DIY with the API
If the options presented above do not meet your needs, you may consider building a form using our API.
Organizations often want to restrict access to content by putting it behind a login. There are a few different ways in which to accomplish this.
Constituent Login Portal
Neon CRM provides a highly configurable Constituent Login Portal through which constituents can access restricted content and manage their personal information.
Neon CRM can act as an OAuth 2.0 provider. This means that NeonCRM’s existing login system can be used to authenticate access to a third-party website or service as a single sign-on. Click here to learn more.
Directories and Lookups
A very common request is to provide a constituent directory or lookup. This would be something like a member directory, a board member listing, or a location search.
Neon CRM offers an out-of-the-box membership directory. The criteria and output are configurable, and you can also create multiple membership directories. This feature requires the Memberships module, and is limited to displaying constituents with membership terms.
DIY with the API
Alternatively, many developers have had success building their own lookup utilities through our API.