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
- 01ConnectFrom your CRM account, in the apps section — no developer needed.
- 02Set upFor your process: routing, owners and team permissions.
- 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