How to capture Leads from a web form and send the data to Insightly CRM
I have just signed up for Insightly, after using Microsoft Dynamics for many years.
Currently, when a person completes our web form, the submitted details would be sent directly to Microsoft Dynamics and it would be registered in Microsoft Dynamics as a new lead, which then can be actioned by the relevant salesperson.
I would like to find out how we can do the same process with Insightly. Thanks in advance.
Loxley
Comments
Hi Loxley,
Follow the link below for details on how to set up web to lead details.
https://support.insight.ly/hc/en-us/articles/204248000-How-to-create-a-Web-to-Contact-or-Web-to-Lead-webform
Hope this helps.
Hi Loxley,
Welcome to Insightly! Melissa is correct on how to build the HTML form to connect to Insightly.
If you prefer a more stylized form or if you would like to use your existing form, I recommend using Zapier to connect your online form with your Insightly account.
Thanks, Melissa and Erin
Indeed, I am looking to use my existing forms as I do not want to redo these on my website and they look better than the insight.ly versions, so I will check out Zapier.
I hope it is not too technical to integrate the forms.
Have a super fabulous day.
Loxley
Hi Loxley,
I am confident you will find zapier to be a breeze when auto-creating leads. You may also want to check out zapier 'lead score' as step 2 before leads get to Insightly. Lead score will find related data about the lead on the web and make a more complete lead profile i.e. address, phone number, company attributes, etc.
Thank you,
Micah
Thank you Micah
I am trialling Zapier next week. I can't wait to see how it works.
Wishing you a great day.
Loxley
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