To avoid manually copying data from email web forms, CRM applcations save processing time by automatically importing these entries.
CRM can be configured to read data directly from 'contact us' and other web forms. This data is then used to create and populate new leads and other records.
CRM can be configured to read data directly from 'contact us' and other web forms. This data is then used to create and populate new leads and other records.
Workflow processes can be applied to route these leads to the right people and automatically alerts users when new leads are assigned to them.
Automated tasks can also be developed to send auto-responder messages to prospects when they submit a form and internal workflows will trigger follow-up activities for users to ensure each lead is progressed.
Find out more
The development work required to import web forms will vary depending on the fields in each form and CRM workflows steps. To learn more contact us to see a demonstration and arrange a quote.
