Do you plan on developing and introducing a client portal feature? Just something simple so clients can login and see their projects/tasks, files, docs, and chat/communicate about their projects, etc.
Q: Automating Lead Integration from Landing Page to CRM System
Hi,
I wanted to ask about integrating the leads I gather through a landing page form directly into the CRM system. Is it possible to automate this process, so that every new lead is automatically added to the CRM? If so, could you share how we can set this up or what tools might be required?
A: Hi, yes, of course! We have a feature for creating forms for your website. You just need to go to the builder (top button in the left menu) and create your custom form. If you have any questions, feel free to reach out via the chat on the website or email our support at support@amwork.com.
Thanks for the response! I already have a custom form on my landing page, so I was wondering if it’s possible to integrate the data from this form into the CRM using a webhook or other integration methods. Could you guide me on how to set that up?
Q: Does VoIP/PBX offer IVR and ability to record on an answering machine❓
Q: TIMELINE
A rich Timeline here it's 100% a must, until when not will be ready?
Q: Tier 5 = Enterprise?
Is Tier 5 here in AppSumo the equivalent of the Enterprise plan on the website?
Q: Client portal
Do you plan on developing and introducing a client portal feature? Just something simple so clients can login and see their projects/tasks, files, docs, and chat/communicate about their projects, etc.
Q: Automating Lead Integration from Landing Page to CRM System
Hi,
I wanted to ask about integrating the leads I gather through a landing page form directly into the CRM system. Is it possible to automate this process, so that every new lead is automatically added to the CRM? If so, could you share how we can set this up or what tools might be required?
Thank you for your help!
Oliver_Amwork
Sep 20, 2024A: Hi, yes, of course! We have a feature for creating forms for your website. You just need to go to the builder (top button in the left menu) and create your custom form. If you have any questions, feel free to reach out via the chat on the website or email our support at support@amwork.com.
Hi Oliver,
Thanks for the response! I already have a custom form on my landing page, so I was wondering if it’s possible to integrate the data from this form into the CRM using a webhook or other integration methods. Could you guide me on how to set that up?
Looking forward to your feedback!