Generally, Web forms are used to get the input details easily from the User in the websites and helps to get the data straight into the database. It helps the business people to relax without a tiny bit of doubt on the accuracy of the data that is captured from the web form and is accessed by the Sales representatives.

With Vembu SalesDesk, it is easy to capture leads based on information gathered from website visitors. Select the lead details you want to capture and click on the generate button. Include the generated code snippet into your company web page in appropriate places. When website visitors submits the form, Vembu SalesDesk receives the data and creates a lead with the given data. This streamlines the lead generation process by capturing website visitors information directly into Vembu SalesDesk for further processing.

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Steps to generate Web forms in Vembu SalesDesk

  1. Go to Settings tab of Vembu SalesDesk and click on Web Forms  provided in left panel.
  2. Enter the form name
  3. Enter the URL where user should be redirected after the form is submitted
  4. Enter the Campaign name
  5. Select the fields where you want to record Customer information
  6. Select any stage for the Opportunity to be created and any type for the Task to be created in Vembu SalesDesk on submission of this webform in Website
  7. Enter the email for which the email with the submitted data has to be sent if needed
  8. Click Generate form button, Hurry your code is ready!
  9. Further the generated code can be saved as HTML file and can be used in the Company website.

Vembu SalesDesk

Please click here to learn more about Vembu CRM Suite and click here to refer the pricing of the same.

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