Leads and CRM
How do I get website leads into my CRM automatically?
Connect the website form directly to the CRM or through a controlled integration. Map each field, check for an existing contact before creating a new one, assign ownership, and trigger the correct follow-up. Test both good submissions and missing or malformed data.
What to check
- Which form fields map to which CRM fields?
- How will duplicate contacts be handled?
- Who should own a new lead when it arrives?