Part 2 of 3 in our How to Integrate Your Website with OnContact training series
Collecting data directly from your website is one thing. Having it automatically stored within your customer relationship management solution is another.
In the following video, you’ll learn all about OnContact CRM’s web form integration functionality so you can start collecting leads directly from your website into a lead table within OnContact. The process is easy and automated, and once you get their information into OnContact, you can start tracking your website visitors by name.
OTHER VIDEOS IN THIS SERIES INCLUDE:
Welcome to OnContact CRM training. In this video we will learn how to use the OnContact web form to gather lead data from your website. This is the second of a three-part series on integrating your website with OnContact. The previous video covered tracking website visits and the one after this will cover lead scoring.
Web form integration uses web forms generated in OnContact that you place on your website to gather personal information from your site visitors. This functionality allows you to gather lead data from the form into OnContact. When a visitor fills out the form on your site and submits it, a new lead record is automatically created within CRM. Once you get their data into OnContact, you can start tracking your leads and website visitors by name. Let’s look at how to generate these forms on OnContact.
Once a user fills out and submits the form, a lead record and oncontact is automatically created or updated with the personal information provided. Going forward you can now track this visitor by name. All past present and future visit information is related, so if this user had visited your site in the past you will see that in their browsing history.
To access the lead information in CRM:
OnContact keeps these leads in the leads table separate from CRM contacts. This is done to protect your database so you don’t dilute it with bad leads like web spam from your contact forms. After qualification leads may be promoted into OnContact with the status of lead or bad leads may simply be removed from CRM.
This concludes our video on tracking website visits. Please play the next video in this series called lead scoring, where we will learn how OnContact can help automate your league qualification process. Thank you for your attention feel free to contact us with questions or suggestions.