Can CRM capture sales leads from my website with a web form?

There are several ways you can connect your website to Apptivo CRM. These methods will allow you to create web based form. When a customer enters his details and submits this form, the information is captured and generated as a sales lead in the Apptivo Leads app.

What is a Web to Lead Form?

This Web to Lead Form is a common term used to represent a set of fields on your web site (like your contact page), which will create a sales lead when submitted. Apptivo allows you to build forms in many different ways.

How can I connect my application to the Apptivo CRM?

You have multiple options to choose from, depending on the technology you  are currently using. Apptivo is most closely integrated with WordPress, where you can download a plugin from within your CMS, and build your form using a simple tool. Following are the other options.

• Wordpress CRM Plugin
• Google Forms
• Developer API

How do I choose which web 2 lead form to use?

Choosing is pretty simple. However, before you integrate with WordPress you just need to ask yourself a few questions about your business.

Do you currently have a WordPress website? If so, then going with our WP plug in will be the best option, and it comes with many other cool integration points for your site too.

Are you a Google addict, or a current Google Forms/Google Drive user? If so, you can build your own forms using the tools that you are familiar with, then just paste in a special script from Apptivo to integrate with your CRM.

Do you have development resources in-house, or maybe you are a programmer yourself? If so, the developer API is by-far the most flexible solution. But, it is the most complicated solution to implement.

How do I view the leads created by my website?

That's the simple part, just take a look at this post for details:

View leads captured from website

Other related website integration

In addition to creating sales leads from your outside application, you can do many other cool things. In addition to leads, you can also set up web 2 case forms. Beyond that, you even have the option to build a complete eCommerce website, recruiting website, or just collect names for your newsletter.

To explore more outside integration, look under the "Partners" section of our main website, for guides on our API and WordPress Plugins.