There are a lot of ways to generate leads, one of those is embedding a form in your website. Instead of having to copy each form submission to your CRM, you can link these two directly and even choose to automatically create a deal while doing so. We call these kind of integrations ‘Web2Leads’ and we offer multiple possibilities regarding the kind of form you’re using and the fields you want to export to Teamleader Focus.
General Web2Lead integrations
In the past, we developed integrations for the most well-known form applications. You can install these directly from our Marketplace by following the steps described in these articles:
However, these integrations have two downsides:
1) It’s not possible to activate the opt-in field automatically, which means that you have to edit each contact/company created through your form in order to activate their opt-in (article opt-in)
2) It’s not possible to synchronize custom fields, which means you can only sync information between default fields in your form and in Teamleader Focus (Name, phone number, email address,...)
In February of 2019, we launched our integration with Zapier, that also allows you to connect your forms to Teamleader Focus. The advantages of this integration are the following:
- Zapier is extremely user friendly and requires little to no developing skills
- Zapier offers integrations with more form application than our standard integrations
- Zapier allows you to activate the opt-in of contacts and companies created through your form
- Zapier allows you to synchronize custom fields
The only ‘downside’ to using Zapier is that multi-step zaps (f.e. Creating a contact, company and a deal from one form submission) requires a paying account. However, one-step zaps are completely free and a paying Zapier license also gives you the freedom to integrate other applications your using next to Teamleader Focus (f.e. Gmail and Dropbox).
This is why we want to leave the choice to you as a customer. If you were to have any difficulties whilst integrating one of the options above, you can always reach out to our support team.