Integrate your site with the CRM

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.

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.

Subscribe via email

You may unsubscribe from these communications at any time. For more information, check out our privacy policy.

Share on linkedin
Share on twitter
Share on facebook

Tips for managing your Sales Pipeline and Boost Revenue

Every company’s primary goal is to land deals and get sales through the door. Sales are what drive businesses forward, and you’ll never be able to expand your business and maximize your profits without consistently turning leads into sales.

How a Sales CRM affects your bottom line

Are you still unsure about investing in CRM software? Can sales CRM impact your bottom line positively? Did you know that companies that use a CRM meet their quota three times more than companies that don’t?

What is a Sales CRM?

When we talk about CRM we think of software that allows you to manage relationships but when the department is the sales department, a CRM is used mainly for lead and pipeline management.

Sales Analysis: why it is important

Running a business without data is like taking a trip without GPS. You can do it, but you will probably take “wrong paths”, losing business opportunities!

Differences between Sales and Marketing

The main difference between sales and marketing is that sales focus on working directly with potential customers to get them to buy, while marketing focuses on generating interest in your company and products.

30-day Free Trial

NO CONTRACT, NO CREDIT CARD, IMMEDIATE ACCESS!

By clicking on Start Trial, you accept our Terms and Privacy