Connecting Momentum CRM Forms or Surveys to Momentum AMS

Part 1: Building Your Momentum CRM Form or Survey

1. Log into Momentum CRM

   • Login at Momentum CRM

2. Navigate to Sites > Forms (or Surveys)

   • Click + Add Form (or + Add Survey).

   • Choose Start from Scratch or From Templates and click Create. 

3. Add the Required Fields
   At minimum, include:

   • Name (First & Last or a combined Full Name field)

   • Email

   • Phone

   • Coverage Type (Dropdown or text)

   • Address fields (Street, City, State, Zip) if relevant

4. Field Naming Best Practice:

   • Keep names simple and clear (e.g., First Name, Email Address) so mapping is easier in Momentum AMS.

   • Use text fields for most entries unless a dropdown is essential.

5. Save the Form

   • Give it a descriptive name like "Auto Quote Form – Website".

Part 2: Setting Up the Momentum AMS Webhook

1. Get Your Agency ID

   • Log into Momentum AMS.

   • Go to Agency Profile.

   • Look at the URL:

     https://www8.nowcerts.com/AMSINS/Agencies/Details/[AGENCY_ID]/Information
     

     Copy the [AGENCY_ID].

2. Add Hidden Fields to the Momentum CRM Form

   • AgencyID → set to your actual Agency ID

   • Form Name → e.g., "Auto Quote Form"

3. Create the Workflow in Momentum CRM

   • Go to Automations > Create Workflow

   • Trigger: Form Submitted → Select your new form

   • Action: Webhook

     • Method: POST

     • URL:

       https://api.nowcerts.com/api/PushJsonQuoteApplications
       

     • Body: Map each form field to the correct key (matching the API structure from Form Webhook Integration and Mapping in Momentum AMS).

4. Save & Publish the workflow.

Part 3: Mapping the Fields in Momentum AMS

1. Submit a Test Form from your GHL site.

2. Log into Momentum AMS → Prospects/Leads > Quote Applications.

3. Open your test submission.

4. For each field:

   • Click Map

   • Select the matching AMS field (e.g., Applicant Name → Insured Name)

5. Click Save and Merge.

Future submissions from this form will auto-map and create/update records.