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Automation & API

Website forms

Website leads go straight into the pipeline

A form on your website creates a lead in the CRM by itself, with the “Site connector” source and every form field, UTM tags included. Online-store orders arrive as deals with products.

How it works

  1. 01ConnectFrom your CRM account, in the apps section — no developer needed.
  2. 02Set upFor your process: routing, owners and team permissions.
  3. 03WorkEvery message, call and data point lands in the client card.

What it does

  • Ready-made form code and a field builder
  • A request becomes a lead, a store order a deal with line items
  • UTM tags and any form fields are saved on the lead