Integrating Web Forms With Your CRM For Marketing Automation

If you are a company actively spending money on digital marketing such as SEO or SEM then you probably have a really solid landing page strategy setup to capture leads.  If you don’t know what I’m talking about then check out this blog post to learn more.  Most landing pages or websites that are trying to generate more leads have some kind of web form on them to allow the user to fill in some information about themselves in order to make it easy for you to reach out to them.

But where are those leads going?  From my experience, most companies have leads from their website going to their email or into some crude database and then they try to follow up with the leads managing them from an excel spreadsheet or just from emails.  Considering the cost to generate leads this is a very poor way to manage leads.

The first step to managing leads from your website properly is to integrate your web forms with some kind of CRM or lead management tool.  This means that all the data the user fills out on your website goes directly into your CRM in real-time and sends you an email notice that you got a new lead and you can easily manage that lead right from your CRM.

The problem with this is that most CRM’s make it so hard to integrate with custom web forms.  So you end up getting frustrated just trying to get it done.  The good news is that truLeads has made it super easy to do with our API or our WordPress plugin.  Our team has helped many companies successfully integrate their web forms no matter what kind of form.  This allows more automation when it comes to lead management.  You can even setup email drip campaigns from truLeads for the new leads that come in from your website.

Our team at truLeads will help you integrate your web forms if you are interested.  Don’t get me wrong, I’d rather you get it done yourself using our API or WordPress plugin but sometimes a company doesn’t have someone to help and they need a company to help them get it done.  So for an agreed upon fee, we can definitely help you integrate your web forms so that everything is automated.

The bottom line is that if you are spending money online to get more leads you really need to integrate your web forms with a lead management tool of some kind to help automate your marketing and keep things organized.