Most businesses today have some web form to capture information from website visitors. What if you had an easy way to put that data into action? With the BAASS Web Forms Integration tool, any new leads or forms that come directly from your website are automatically uploaded into your CRM, creating a new record or opportunity.
Web Form Process
Visitor Submits
Web Form
Information Is
Uploaded Into CRM
Record Is Assigned
To Team Member
Your Team Can Take
Action On Data
With the web form automation you can set up multiple actions that follow your unique business processes. The workflow is set based on the type of form, so it can route the information and leads differently. For example, a contact form might be set to allocate the new lead to a sales person with a task created to call the inquirer back. Another may be for customers to report their support requests. When the form is sent it will automatically open a new case and allocate a case to the company or client record, simultaneously logging the opening time in your CRM. From here it can allocate the case to a member of your team and record all your correspondence to the customer record.
This integration is here to help you maximize the calls to action with your unique web forms.
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If you are interested in BAASS Web Forms Integration and or have any general questions or comments, please click the button below to request further information or to share your comments with us.
