How to Display Form Submission Data in Your Sales Pipeline

Setting Up Your Sales Pipeline

Before you can begin integrating form submissions into your sales pipeline, it's crucial to have a pipeline ready in your CRM. Here's a quick guide to get started:

1. Access the "Opportunities" Section: Navigate to the "Opportunities" area within your CRM.

2. Confirm or Create a Sales Pipeline: Check if a sales pipeline is already set up. If not, create a new one to proceed.

3. Select the Appropriate Stage: Determine which stage of the pipeline (e.g., "New Lead") should display the form submissions.

Linking Form Submissions to the Pipeline

To ensure form submissions are automatically added to your sales pipeline, follow these steps:

1. Access Your Form:

   • Go to the "Sites" section in your CRM.

   • Click on "Forms" and find the specific form you want to connect (e.g., "Free Roof Quote Form"). 

2. Create a New Workflow:

   • Head over to the "Automation" section.

   • Click on "Create New Workflow" and opt to start from scratch.

   • Name the workflow, perhaps something like "Website Contact Form". 

3. Set Up the Workflow Trigger:

   • Define a trigger that will initiate this workflow. Select "Form Submitted".

   • Add a filter to specify which form submission should trigger the workflow, then choose the relevant form from the list. 

4. Define the Workflow Action:

   • The action defines what happens when the trigger is activated. Choose "Create or Update Opportunity".

   • Select the appropriate sales pipeline and stage, like "New Lead". 

• Customize the opportunity details, such as using the contact’s full name for easy identification, and set the source to something like "Website Contact Form". Ensure the status is set to "Open" for new leads. 

5. Publish the Workflow:

   • Save your settings and publish the workflow to make it active. 

Testing the Integration

Once the workflow is live, test it by submitting a form with test data. Check the "Opportunities" section in your CRM to ensure that the submission appears in the correct pipeline stage.

Troubleshooting Common Issues

• Workflow Not Activating: Double-check that the form selected in your workflow matches the one being submitted. Also, verify the trigger settings.

• Incorrect Pipeline Stage: Ensure the correct pipeline and stage are selected in the workflow's action settings.

FAQs

• Can multiple forms be linked to the same pipeline?
  Yes, you can either create individual workflows for each form or use filters within a single workflow to manage multiple forms.

• How do I manage duplicate leads?
  The CRM offers options to control the creation of duplicate opportunities. Adjust these settings within the workflow action based on your needs.