This email is then sent to your CRM email drop box address, for example ‘[email protected]’ which is absorbed into your CRM.
New web enquiries or leads will be shown in real time on the Dashboard as shown below:
From the Dashboard you can click directly into the contacts record as this will be automatically created, adding a History item of their enquiry as shown below:
This History will contain a copy of the form data captured with any additional info going into either the Notes section or Custom Fields.
The contact details will also be fed across and shown in the business card section inside the contact record:
Contacts fed in via web forms can also be given a tag to identify where they have come from – for example ‘website-enquiry’ or ‘new-online-order’ as shown above in red:
How does it work?
The email notification from a form submission is sent to your CRM email drop box address, for example ‘[email protected]’ using the unique security key code in the subject line to enable the email to be absorbed into your CRM account, creating a new contact record.
Automatically adding a history with the form data captured with any additional info going into either the Notes section or Custom Fields sections.
Web form leads are sent into the Dashboard shown live in real time so that you can react to enquiries/leads immediately.
We can also set up an automated acknowledgement email which sent via the e-Marketing platform inside your CRM account directly to the person to thank them for their enquiry.
As this is sent via the e-Marketing platform this enables you to track the response to this email for example you can see when the email has been OPENED (as shown below) or if any links contained in the email have been CLICKED.
How do I track web enquiries in my CRM account?
Contacts can also be given a tag to identify where they have come from – for example ‘website-enquiry’ or ‘new-online-order’.
How much does it cost to setup?
Please contact our support desk for more details on pricing.
What do I need to do next?
If you are interested in this service please do the following:
1. Let us know the url link(s) of all the web form(s) you are wanting to integrate.
2. Forward a test enquiry from your form(s) to our Support Helpdesk so that we can provide you with a quotation for all forms you wish to feed into your CRM account.
Once we have this information and you want to go ahead we will work with your web designer to get this all integrated for you.