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Frequently Asked Questions aero-right Integrations aero-right How can I bring leads or contacts into the CRM automatically?

How can I bring leads or contacts into the CRM automatically?

Integrations Updated on April 5, 2019

Benchmark CRM offers a web form creator for signup forms that can help you collect leads, contacts or support ticket generation. It provides HTML that can be styled and pasted on any website you control. Please follow the below steps to create a web form.

  1. From the top-right corner, click on the avatar of the account holder and select Settings.
  2. Scroll down to the bottom of the page and select Web Forms.
  3. Select the module for which you want to create a web form, Signup Form for Leads or Contacts or a Support ticket generator then select the Create leads/contacts/support ticket button.
    1. On the Form creation step, you can drag and place the available fields depending on the module selected.
    2. Hover on your selected fields to edit a label.
    3. Use the Preview button to have a preview of your created web form. Once satisfied with the design click on the green check mark .
    4. On the owner, assignment step choose the method by which the newly created Leads will be assigned. You can either assign to a Single User or use the Advance Assignment method. Click on the green check mark when done.
    5. Fill the following web form details.
      • Form Name
      • Redirect Page URL: Specify the webpage the user will be redirected to once submitted.
      • Form location URL: Specify the URL which will host the web form.
      • Automatically add these tags: You can also add tags to all the leads/contacts/support ticket generated from the specific web form for future sorting.

    6. Once completed with the form details page you will receive a code to place on your webpage. Benchmark CRM provides the form code in HTML and HTML+iframe format. You can copy and paste this code in the header or body of your webpage.

Benchmark also provides direct integrations to import leads and contacts. Currently, Benchmark CRM integrates with Benchmark Email, MailChimp, Google Contacts (your Gmail contacts), Constant Contact, iContact, Campaign Monitor and Google Web forms (via google spreadsheets). The mentioned integrations are available with API sync title under settings page.

CRM leads and contacts can sync to any Benchmark Email list. Benchmark Email integrates with many applications. Just set up your integrations in Benchmark Email then come to the CRM to create an API sync with Benchmark Email.

If you have additional questions, please feel free to send an email to our support team.

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