Creating Opportunities From Web Form

In Flowlu, there are several types of ready-made web forms for collecting applications, which you can install on your website. After filling in this web form, an opportunity with contacts and a message from the user will be automatically created for all the potential customers in CRM. The manager will immediately be able to take this opportunity into action. Thanks to this, you do not lose any incoming opportunities from the website and quickly process all incoming opportunities.

Step 1. Install the Ready-Made Web Form to your Website

You can find the web forms in the section System Settings → CRM → Web to lead. Here you can choose the web forms for a question, a callback order or reply to an e-mail. All web forms in accordance with the legislation have the item "I agree to the processing of personal data."

The section with ready-made web forms

Example of a ready-made web form

Select the form that corresponds to your goal and click on it. The new window will open with webform settings.

When setting a web form, you can specify or change the following parameters:

  • assign the responsible person. When choosing a manager, the opportunity will automatically be placed on that manager’s name.
  • specify the source of opportunity. It will be specified in the opportunity itself and help to track where the customer came from.
  • select a sales funnel. The opportunity will be created in the appropriate funnel. If you plan to use several web forms, then you can set up a separate sales funnel for each of them.
  • change the title of the form. Rename the web form if necessary.
  • change the text of the button.

The rest of the fields you can rename through the HTML-code.

When entering your own web form title, you will immediately see how it will look like on the website:

After that, copy the code at the bottom of the page and paste it into the website.

Note: You must not make any changes the to the HTML-code of the web form. You can only change the CSS, if necessary, to change the design of the form.

Step 2.  Set the system settings for the webform

Create the text message that will be displayed after successful or incorrect completion of the web form. Additionally, specify several email addresses of managers (separated by commas or semicolons) so that they receive notifications on their e-mail about filling out the form.

You can do all these settings in the System Settings → CRM → Basic Settings section.

After this, installation is completed, now applications from the website will be created automatically in CRM.

Step 3. Test the automatic creation of opportunities

For the test, fill in the installed web form and check that after it was sent to CRM an opportunity was created on the board that you specified.