Web Form Integration I

One of the most effective ways to add leads to your CRM is to program a form on your website to automatically add leads to your CRM when information is submitted. This is relativly easy to do if you have access to your website code and are familiar with basic html.

Behind the scenes of every webform you have ever seen are instructions that decide what is done with the information submitted. To add the information to your InsideSales.com CRM you will want to use the InsideSale.com Lead Submission Form tool. Once logged into your InsideSales.com site, navigate to Admin | Manage Web Forms | Lead Submission Form.

The top of the screen displays the customizable options for your webform. Fill out the appropriate options and be sure to click the update button to update your web form code with the new options. After you have updated your form simply copy all the code in the box below and paste to your website wherever you would like the form located. You may want to test the form before posting it live.

The form will display in a standard template format. You can customize the way the form displays on your website by re arranging the code to make it more astetically pleasing if you would like.

Congratulations, you now have a web form to automatically post leads to your InsideSales.com CRM. Later we will be talking about more advanced web form integration, how to immediately respond to leads submitted to from a web form, and how to set up an automatic e mail campaign to enroll web form leads into a series of e mails.