As the start of a series of posts, today we will start discussing how Webforms can be integrated into the Flexfer CRM.
An important part of the data collection is not handled by users at all: forms on your website allow potential customers to look for contact and make themselves known as viable prospects.
These forms are generally handled by an email that is sent to a predefined inbox, alerting the person monitoring that inbox to the newly filled out form. From that point on, that person will be responsible to bring the system up to date. They make sure the potential customer is found in the system, inserted if they don’t exist yet, and updated if they do. This manual work can take a lot of time and effort that can be put to work elsewhere with more effect.
With the Flexfer CRM, you will be able to set up an endpoint that is capable of receiving any data from any webform provider. Using this endpoint, you can send the data from the webform, in addition to receiving it in the predetermined inbox, straight into the CRM. In there, it is possible to automatically find the potential customer, insert them if necessary, and create Tasks for your Sales team to immediately act on the new information that is gained.
Using the Flexfer Workflow, the Webform integration can be used to automate any task you wish to perform with the data you receive. Trying to match with the data already in the database can be done in a snap, after which you can insert conditional branches to perform different actions based on the information the form provides and how completely it was filled out.
As you can see in the example above, the webform integration combined with the Flexfer workflow allows for several automated steps, like sending out emails and planning calls for Agents to act on the received information.
Next week, we are going to discuss how to set up an endpoint to accept incoming data from a Jotform web form, which is only one of the many form generators that can be set up to send form entries straight to the Flexfer CRM. The week after, we will show how this data can be inserted into a Workflow. After that, we will discuss what kind of actions can exactly be performed in such a Workflow.