From form to CRM, automatically
To get website contacts into the CRM, the form is connected to the system through APIs: when someone fills in the request, the data is sent to the CRM and saved in the right record. Nobody has to copy anything over, and the enquiry is immediately visible to the team. We at NewVisibility, in Cantù, in the province of Como, design the link to measure.
- Aligned fields between form and CRM, so nothing is lost;
- duplicate checks, to recognise who is already in your records;
- assignment of the request to the right person.
Want enquiries to reach your CRM?
Tell us which CRM you use and how you handle enquiries: we will assess the link together, for companies in Como, Brianza, Milan and Lugano.
To track the source of leads in the CRM, the website records the page, channel or campaign they came from when they enquire and sends it to the CRM with the contact's details. Tracking must respect consent, to be checked with your consultant or DPO; our team in Cantù handles the technical side.
To connect forms, newsletter and CRM, sign-ups and contacts are synchronised across the three tools, so each person exists only once and their status is always up to date. NewVisibility, in Cantù, designs the link to measure for companies in Como, Brianza and Milan.
To personalise website content with CRM data, the site reads, through APIs, some information about the customer who has logged in and adapts what it shows. It makes most sense in a reserved area; we build it in Cantù for companies in Como, Brianza, Milan and Lugano.
GDPR in data exchange between systems is handled by mapping personal data flows, exchanging only the essential fields, linking consents to the systems that use them and protecting access and channels. Legal assessments should be shared with your consultant or DPO; we work in Cantù for companies in Como and Lugano.
To automate quote requests, the website form is connected to the CRM or management system: data arrives in order, the customer is recognised and the request goes to the right contact. We build it for companies in Como, Brianza and Milan; your team is left to prepare the offer.