Website form CRM integration · Ontario
Connect your website form to your CRM.
Your website enquiry arrives. Then you type the same details into your CRM. The information lands in your CRM automatically, ready for your team to review.
Bring one enquiry you had to type twice.
The enquiry is in. The typing starts again.
You open the form notification, copy the name and contact details, then paste the request into your CRM. Someone still needs to review it.
Start with that handoff. Your existing form and CRM are the first tools to check.
Put each form answer in the right CRM field.
Decide where the name, email, phone number and enquiry belong. Your scope records the field mapping and what happens when details are missing.
Access to your form and CRM determines the connection. Check that first, before agreeing on the build.
Carry the details across. Keep your review step.
Choose where your team checks the enquiry: before a record is created, or in your CRM before it moves forward.
The build follows that decision. Agree who reviews it and what approval allows the workflow to do next.
A returning customer needs a matching rule.
Decide how to check for an existing contact before adding another. A new enquiry may belong on the customer's current record.
Agree which details count as a match and which need a person to check. Duplicate handling goes into the scope.
Test the handoff when something goes wrong.
Try an incomplete enquiry, a repeated submission and a connection failure before launch. Agree how your team finds and handles each exception.
Your handover records where to check a submission and who follows up if it has not reached the CRM.
Start with one form and one handoff.
Walk through a recent enquiry on the free 30-minute call. Bring your form, CRM and the steps your team follows after it arrives.
You get a written scope and price to review before work starts. Ongoing care of the connection is agreed separately in writing.
Before you book
Using your existing website and CRM
Bring the names of your form tool and CRM. The first check is whether they offer the access needed for your workflow. The connection method and any tool changes go into the written scope.
Automatically adding leads to your CRM
The scoped workflow carries the agreed form fields into your CRM. Decide whether to create a new lead or update a contact, and where a person reviews it. Your actual tools and access are checked before this is quoted.
Handling existing contacts and duplicate submissions
Your scope defines how to match an existing contact and how to handle a repeated submission. Cases that need a person to check are included in the review process. These rules are tested before launch.
Checking an enquiry that did not arrive
Agree where failed submissions are flagged and who checks them. Your handover records how to find the enquiry and the steps to take if it has not reached the CRM.
Your data and ongoing care
Your client data stays yours. Access, hosting and ownership terms go into your quote. Ongoing care covers the delivered connection under a written scope.
Bring the enquiry you typed twice today.
Walk through your form-to-CRM handoff on a free 30-minute call. You leave with a written scope and price to review.
No commitment until you approve the scope.