Configuring and Linking CRM Forms and Documents

If you’re hoping to maximize the functionality of your CRM system, you may wonder how to configure and customize your CRM to pull from forms or synchronize data with your lead documents. Below is an overview of linking your CRM with forms and other documents.

Why Configure Your CRM to Pull From Forms?

There are numerous reasons you may need to link your forms and document capture system with your CRM system. For example, you use a lead form on your website to capture your client or customer information; but you still find it necessary to record the same information in your CRM system. Rather than duplicating your efforts by entering the same information twice, you may choose to link the documents to your CRM system.

How to Configure Your CRM to Pull From Forms

Clarity has a deep understanding of form integration with your CRM system and its effect on your communication with leads.

There are several ways to configure your CRM to pull from forms, and some are more difficult than others, depending on the CRM system. Microsoft Dynamics CRM 2011, for example, has a built-in form capture system and a “drag and drop” designer that allows you to pull from forms quickly and easily. Other CRMs, like Zoho CRM, are especially good at allowing you to create an pull from multiple forms. How to configure your CRM to pull from forms, and how easy it will be, will vary depending on your CRM system.

CRM and Form integration Company in Austin, TX

Clarity has a deep understanding of custom form integration with your CRM system and its effect on your communication with leads. If you need help designing an attractive form, or configuring your CRM system to pull from forms, speak to a representative today. Allow yourself the luxury of quickly and efficiently following up with every single lead.

To learn more about custom CRM solutions, please browse the following articles:

 

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