ToolsSite Connector
Website leads and orders into CRM: a form becomes a lead, a store order — a deal with products.
The site connector receives submissions from your website forms and online-store orders. A submission becomes a lead, an order — a deal with line items and an amount. Connect with the ready form code or by sending to the receiving address (a webhook with a secret token). An order doesn't create a contact or a company: the buyer's details go into the deal note.
Site submissions arrive by email or messenger and get lost: they're moved to the CRM by hand, some are forgotten, and the link between a request and a client is restored from memory.
Website submissions and orders reach the CRM on their own: a lead with name, phone and email, or a deal with products from the catalog. The event log shows what arrived and what was rejected.
What you get
- A form submission becomes a CRM lead (source “Site Connector”)
- A store order becomes a deal with line items; products are matched to the catalog by SKU
- Ready form code and a builder: fields, labels, required fields
- Mapping of form fields to CRM fields, no code
- Event log: accepted submissions, orders and rejected requests
How to connect
- 1Enable the appFree, in the Marketplace: “Connect”, then “Configure”.
- 2Create an addressClick “Create address” — the request address and the “Form code for the site” appear.
- 3Put the form on your siteBuild the form in the “Form builder”, copy the code and paste it on your site.
- 4Map the fieldsAfter the first test submission, its fields appear in “Field mapping”.
- 5Store orders (optional)Your store sends an order as JSON to the address from the “Online store orders” block.
Tools
1CIntegration with 1C:Enterprise (Trade Management): 1C pushes data into the CRM over the «website exchange» protocol (CommerceML) — you don't need to expose 1C to the internet, it works even behind NAT. Products, prices and stock, counterparties and orders arrive in the CRM. Connected by an administrator for the whole account.Free — there's no separate charge for the app. Transfer goes only from 1C to the CRM; the reverse direction (CRM to 1C) is not supported yet.
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AI Call analyticsManager call dashboard: ranking, calls, talk minutes, clients and answered % — with a period filter and sorting by any metric.Free — there's no separate charge for the app.
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QR PlatformDynamic QR codes: one link — change the target without reprinting, with scan stats.Connecting is free; creating codes requires a paid plan: 5,000 codes, 15,000 codes per month or unlimited. Payment is monthly and is charged to the account balance. Deleting a code doesn't give it back to the limit. Without a plan you can't create new codes, but already-created ones keep working.