You can integrate any forms that are available on your website. Examples:
- Maintenance/ Service requests from your customers
- Customer complaints
- New lead information from 'contact us forms
CREATING NEW CONTACT AND ACTIVITY TYPES
Add a new contact type to be used for webform submissions:
- Go to the 'Contact / Client' page, then click 'Add New'.
- Click on the 'Person Type' field and then click 'Add/Delete Type'.
- Name your type, such as 'Webform Lead' and save.
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Add a new activity type to be used for webform submissions:
- Go to the 'Activity / Task' page, then click 'Add New'.
- Click on the 'Type' field and then click 'Add/Delete Type'.
- Name your type, such as 'Reply web form' and save.
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INTEGRATING WEBFORM
Your form needs to submit an XML query to our servers to integrate with MyBasicCRM.
Please send the following information to support@mybasiccrm.com, we will reply with the necessary information and query:
- The information you want to get from your webform (i.g.: Name, Email, Message).
- The type of contact (i.g.: Webform Lead) you want to create with the webform data
- Any custom fields you want to fill in with website form data.
- Any type of task (i.g.: Reply web form) you want to trigger with the submission; and the user you want to assign for the task.
- Any other action you would like to have with the submission of the form (i.g.: Creating opportunities)
Please get help from your website admin if you don't know how to insert the query into your form.
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After successful integration, MyBasicCRM will automatically get your data with each submission and create defined contact types and tasks.
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