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Integrate your site with the CRM

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1 minute read
No matter how small your organisation is, it needs a CRM to keep track of interactions with prospects. The whole process of converting leads to deals and following up on them can be automated and this will save a lot of time of your team.

Once a lead is generated on your website there are different approaches your can consider to send it to your CRM.

Web Forms

The easiest way that does not require a developer is to use web forms that will automatically generate a lead in your CRM Leads IN area. Then you will be able to convert the lead into a contact and/or a a new deal and assign it to specific pipeline and sales rep.

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API integration

If you have technical skills and you need something more complex, the best way is to connect your site application with our API.

  • Contact + Deal
    You can create the new Contact and then create a Deal simply by connecting with the API. These resources allow you to specify the deal owner, the pipeline and even a specific stage of the pipeline.
  • Leads IN
    You can use our API to create a Lead like it happens with a web form. You or a member of your team can review the lead manually and create contacts and deals.

 

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