How do you connect social contact forms to the CRM?

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Integration

From social form to CRM

To connect social contact forms to the CRM you set up integrations that automatically transfer each enquiry into the management system where your sales team works. That way no contact is left sitting in a file to be downloaded by hand.

For companies in Como, Brianza and Milan that already have a CRM, the key step is mapping the fields properly: contact source, originating campaign and consents collected.

What is defined

What you need for a tidy connection

An integration works when the information arrives complete and usable.

Form fields
Only the data you really need for the first contact
Source
Which campaign and which ad generated the enquiry
Assignment
Who in the team receives the enquiry and how they are notified
Consents
How permissions are recorded, to be checked with your adviser
Reporting
Which enquiries become deals, to optimise the campaign
Why NewVisibility

A single team for campaign and systems

We manage campaigns, websites and integrations from the same studio in Cantù, in the province of Como. The link between social media, website and management system does not pass between several suppliers. For personal data, see the Privacy and GDPR page.

Portfolio

Integrated projects created by the team

Contact

Connect campaigns to your systems

Tell us how your sales team works: from Cantù we help you connect social media and CRM.

Contact us
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You link each ad to a dedicated landing page, with a consistent message and a single action, such as requesting contact. Avoid sending people to the home page. In Cantù we design page, photos, video and campaign together, for companies in Como, Brianza and Lugano.

Remarketing with video reaches people who have watched your videos again, with an ad closer to a contact request. We produce the videos in-house in Cantù and use them in campaigns for companies in Como, Milan and Lugano, checking the results every day.

The duration of a remarketing audience depends on the customers' decision cycle, the type of action taken and campaign testing. For companies in Como and Brianza we set it with you from Cantù and adapt it along the way, excluding those who are already customers.

To integrate social campaigns and organic management you use profile content as the basis for ads and use ads to give visibility to the best content, with a single plan. In Cantù we follow both activities for companies in Como, Brianza and Milan.

To exclude existing customers you create an audience of people who have already bought or contacted the company and exclude it from campaigns aimed at new customers. The budget is concentrated on people who do not know you yet. From Cantù we do this for companies in Como, Brianza and Milan.

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