Once a lead is generated on your website there are different approaches your can consider to send it to your CRM if you don’t want to add it manually.
You may use our web forms – embedded on your website – that will automatically generate a lead in Leads IN. Then you will be able to convert the lead into a contact and/or a a new deal and assign it to specific pipeline and sales rep.
Connect any Form
You can save your leads to Leads IN or directly to Contacts using almost any form, such as
- gravity forms
- facebook leads
- google leads
To do so just create a Zap with Zapier.
Zapier can capture new leads from other software and automatically add them to Onpipeline. What is Zapier?
If you have technical skills and you need something more complex, the best way is to connect your site application with our API.
- Contact + Deal
You can create the new contact and then create a Deal simply by connecting with the API. These resources allow you to specify the deal owner, the pipeline and even a specific stage of the pipeline.
- Leads IN
You can use our API to create a Lead like it happens with a web form. You or a member of your team can review the lead manually and create contacts and deals.