Here’s a tip for those of you that capture leads from a website and then need to do something with those leads. Of course if you are running your website on Pearl then you get a load of other benefits too.

Smartforms are used to inject contact information directly into your CRM system from any website. Just configure your form in Pearl, insert a small bit of code into your website, and all contact requests will not only send you (or your team) an email/SMS, but will also store all the contact details in your CRM ready to follow up later.

Smartforms can also be used to trigger an automatic reply, tag incoming contacts, and give them a lead source. Watch the video below to get an overview, then read the documentation to set up your own!

If you’re running WordPress, then hang on a couple of weeks more and we’ll have our WordPress plugin ready for you.

Tags: CRM, integration, smartform, website

This entry was posted on Wednesday, December 9th, 2009 at 9:06 pm and is filed under Customers, General posts. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.