Call Us: +44 (0)1748 473000

Call Us Facebook Twitter Pinterest Linked in Instagram Youtube GooglePlus

From Website Visitor to CRM Lead to Customer

10 January 2017 Written by 

Your website is your shop front. You spend time, money, and effort into getting it just right and making sure that people are finding it.

Once there, you want to turn as many of these people as you can into actual sales, but first you have to find out a little bit about them. Then you need to nurture that relationship, but I’m getting ahead of myself.

Asking people for their contact details via a web form is pretty ubiquitous these days, we don’t even blink an eye at being asked to do so anymore.

But how do you get this information from a webform into your CRM system so you can start building that customer relationship?

In OpenCRM, we do this via our JotForm integration.

What is JotForm?

JotForm is a web-based company that has built an easy-to-use form builder. You use their service to build a form and add it to your website with just a few clicks. Honestly, I can’t stress to you how easy their product is to use.

Even seemingly complex things like sending an auto-reply email or setting up a redirect is super easy with JotForm.

Which is exactly why we wanted to set up this integration with them.

Fully disclaimer: Our integration is free to use both on the OpenCRM side and in JotForm. There is also a free option on JotForm, but if you have lots of submissions (and let’s hope you do) you’ll end up paying a small monthly fee.

So, how does the integration work?

As I said before, the integration is pretty basic. People put their details into the form and it creates a record in OpenCRM. This could be a Lead, an Activity, or whatever you need.

You can even create multiple records in OpenCRM via one single submission from your form.

Set up is easy

We’ve got an FAQ that will walk you through it, but at the most basic level:

You link up the two accounts by requesting a special number from JotForm and putting it into OpenCRM.

  Linking OpenCRM to JotForm with an API Key  

Then you create a form in JotForm (they’ve got loads of tutorials and FAQs to help you). You can even add hidden fields (such as the current date and time) to make the process easier down the road.

  Building a form in JotForm  

Then you map the fields from your form into the fields in OpenCRM. Sounds more complicated than it really is…honest, you can see from the example below that you’re just matching like for like.

  Mapping fields from JotForm in OpenCRM  

And you’re good to go. As soon as someone submits a form, it’ll show up in OpenCRM.

Advanced Options

In addition to basic record creation, you can also do some more advanced things.

One option is to hide a field in JotForm that holds the CRMID of a particular record in OpenCRM, for example an Event or Campaign, that then allows you to auto-link the newly created record to this existing one in OpenCRM.

The one we personally find the most useful is passing information from OpenCRM to JotForm via a url. This means that you can ask someone a question, gather their response in JotForm, and link this response back to OpenCRM.

Rate this item
(0 votes)
Graham Anderson

Before I got my start in the tech industry as part of Apple's UK Mac launch team, I was a professional drummer (notice I didn’t say musician). But once I got in, I was hooked and I’ve been involved in the tech industry, primarily software development, for over 20 years. I founded this company and I now have the enviable title of System Architect (as well as Managing Director) here at OpenCRM.

#WeAreOpenCRM

Twitter Feed

OpenCRM Enjoy the bank holiday everyone! #bankholiday #FridayFeeling #Friyay
OpenCRM Want to know more about the team here at OpenCRM? There's all kinds of great info on our blog.… https://t.co/s8fH03tBaE

Address

HQ:
Software Add-ons Ltd
(OpenCRM)
1 Battalion Court
Colburn Business Park
Richmond
North Yorkshire
DL9 4QN
United Kingdom
Tel:
+44 (0)1748 473000
Fax:
+44 (0)1748 348003
Skype:
OPENCRM_UK
Reg #:
England & Wales 05387424

marker Find on Google Maps

News

It's Not Easy Being G…

In the words of the world famous Kermit the Frog – ‘It’s not easy being Green’! We at OpenCRM are Green! so imagine my delight when I attended the recent North East Expo and the guys stood next to me were also green. They took the applause, however, as they also has a 6 foot frog with them. Talk about making yourself stand out! But why a 6 foot frog? As I walked amongst the various stalls and exhibitors I regularly heard ‘have you...

Always Record your Ac…

We have a long running (kinda sad) joke in the office. Whenever someone says that they forgot to do a particular job, someone will inevitably reply that they should get “some kind of system for that…maybe a CRM.” There’s always a bit of a sigh and a chuckle…I told you it was a sad joke. But the root of our vague amusement comes from the idea that, when we forget to do something, it probably is because we didn’t make a note...

Learning From Your Hi…

Humanity seems to thrive on failure. The news pages are filled daily with stories of defeat, misadventure and mishap. Business launches that flop spectacularly or a tech invention that goes wrong - for whatever reason we love to read about that kind of thing. In fact, at certain levels we have come to expect failure. Sporting fixtures for our national team or the Eurovision Song Contest are occasions where we almost relish the prospect of not winning. But lack of success...

System Config Never E…

We’re always looking for ways we can improve the service we provide to our customers. Sometimes this is a little tweak to our product and other times it is a little adjustment to our process. Sometimes these process modifications mean that we need a new way of capturing information in our own OpenCRM system. Let me give you an example: a small number of years ago, we were finding that information about new customers wasn’t always being passed across to the project...

Countdown to Xero

5….4….3….2….1….Xero Keeping on top of your current balance sheet is an essential part of anyone’s business, it answers the simple questions like... 1. Who owes us money? 2. How much do they owe? As many of you know, we have been integrating with Sage 50 Accounts package for several years now. The exciting news is that we now integrate with the Xero accounting package also. This integration is currently in beta testing, meaning that a small number of our existing customers are testing it out...

Direct Marketing With…

OpenCRM is designed to cater for a wide range of business challenges. Different clients tend to use the system for as diverse a range of problem solving as you could imagine – some will use the out-of-the-box system for general contact management whereas others like to focus on a specific function and carry out extensive custom work, designing this to meet their exact requirements. Working in the Projects team, I get to help these customers in reaching their goals for their...