With an aim to create better opportunities for sales professionals, we integrated with Gravity Form Plugin. It allows you to create new contacts or deals every time your website visitor submits your form. Let Salesmate organize your form submissions so you can focus on selling.
About Gravity Forms
Gravity Forms is used as a full featured contact form Plugin for WordPress. Gravity Forms help you build complex and interactive contact or lead forms for your websites in minutes. No coding is required. Gravity Form is widely used by millions of companies to create forms on their websites.
Gravity Forms Salesmate Add-On
Now, quit floundering your leads. Our Salesmate add-on captures essential contact details. The details from form entries will be sync to our Salesmate CRM. You do not need to dig into your emails to find a potential lead. They will appear in your CRM’s contact database to connect instantly.
Features:
- Seamless Integration: Quickly and easy integration with Salesmate CRM when a form is submitted.
- Create Contacts: Create a contact in Salesmate CRM directly from the web when a form is submitted.
- Update Contacts: Update a contact in Salesmate CRM directly from the web when a form is submitted.
- Create Deals: Create a Deal in Salesmate CRM and assign it to the newly created or already exists Contact.
- Avoid duplicates: Avoid redundancy by checking existing leads and contacts by their email address.
Now convert your website visitor to new leads in Salesmate and concentrate on selling.
Requirements
- Self -hosted WordPress website
- Salesmate Subscription
- Gravity form Plugin installed & Activated.
- Salesmate CRM plugin installed & Activated.
Find out more:
Gravity Forms Salesmate CRM Add-On
Support Doc
Download Plugin: https://wordpress.org/plugins/gf-salesmate-add-on/#description
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Coreen Menezes
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