EspoCRM 9.0 introduces a powerful new feature: the Web-to-Lead form functionality. This enhancement is part of the existing Lead Capture feature, allowing businesses to seamlessly capture leads directly from their website. By enabling the Web Form for a specific Lead Capture record, companies can automate lead generation and improve their CRM workflow efficiency.
What is Web-to-Lead?
The Web-to-Lead feature enables businesses to create customizable forms that can be embedded on their website. When a visitor fills out the form, the data is automatically captured and added to EspoCRM as a new lead. This eliminates manual data entry, reduces errors, and ensures that no potential lead slips through the cracks.
Key Benefits of Web-to-Lead
- Automated Lead Capture: Save time by automating the process of collecting and storing lead information.
- Customizable Forms: Tailor the form fields to match your business needs and capture relevant data.
- Seamless Integration: Easily embed the form on your website without requiring technical expertise.
- Improved Efficiency: Streamline your lead management process and focus on nurturing leads rather than manual data entry.
Supported types of fields
Below you can find a list of supported fields which you can add to your form:
- Varchar
- Phone
- Text
- Person Name
- Enum
- Multi-Enum
- Array
- Checklist
- Integer
- Float
- Currency
- Date
- Date-Time
- Boolean
- URL
- URL-Multiple
- Address
How to Enable Web-to-Lead in EspoCRM
To use the Web-to-Lead feature, simply enable the Web Form for a specific Lead Capture record in EspoCRM. Once enabled, you can generate an embed code and add it to your website. The form will automatically sync with your CRM, ensuring that all leads are captured and organized efficiently.
Why Upgrade to EspoCRM 9.0?
EspoCRM 9.0 brings a host of new features and improvements designed to enhance user experience and streamline business processes. The Web-to-Lead functionality is just one example of how EspoCRM continues to innovate and provide tools that help businesses grow.
If you’re looking to optimize your lead generation process and improve your CRM workflow, upgrading to EspoCRM 9.0 is a smart move. For assistance with implementation or customization, feel free to contact us. Our team is here to help you make the most of EspoCRM’s powerful features.
