Why you should integrate a webform with your CRM

Updating or manually adding data into your CRM is not fun. So why not let your contacts help out by giving them a form to fill out easily?
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Sometimes the easiest way to get data into the CRM is to simply let your own contacts help out by having them fill out a form to update or add new information.

Because there are now a bunch of different form tools that integrate with LACRM (with many more via Zapier), connecting a web form directly to your LACRM account is an easy way to collect and save information without having to import or manually re-enter data.

Here's why you should let contacts/prospects/clients/leads enter their own data via a webform:

1. Look like a follow-up superstar at any tradeshow or conference.

A neat strategy here is to have a follow-up team ready at your HQ to work together with your travel team at a tradeshow.

Create a form that is integrated with your CRM account, and set it up on an iPad or a tablet at your booth's table.

This way, any interested party can fill out their information and get automatically added to your LACRM account. Your team back at HQ will see that a new lead has been added to your CRM and can set about immediately sending a thoughtful follow-up (plus put them in the correct Lead status in your pipeline!).

Result? No more having to rush back to your hotel room to enter in all your new leads and send out follow-ups hours or even days after meeting!

2. Give your clients a low-stress way to update their contact information on their own.

Sometimes a client might move and have a new mailing address, or maybe they have a different email they'd prefer to use or a new phone number.

Regardless of the reason, the last thing you want is to lose contact with a client simply because the contact details you have for them is out of date (that dreaded email bounce or wrong number message, ugh!).

However, when someone is in the process of moving or changing details, they're pretty unlikely to remember that they need to update you (unless you're their mailing service or bank!) until it's too late.

One way to get ahead of this is have an "Update your information" form that you either send out to your contacts once every quarter as a reminder, or have on file to send to anyone who needs it.

This way, if an update is necessary, someone can make these changes themselves without having to call or email in (if you're working with millennials or Gen Zs, you know how much they hate calling anyone!) -- giving them a simple low-friction way to make sure your CRM stays up-to-date!

3. Manage support tickets, questions, or any other contact form.

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You already know that the best way to let your clients and prospects know that you offer the best personal service is to remember past conversations. That's why detailed follow-up notes are always important!

However, it's also just as important to keep an accurate timeline of the questions or support requests that they've sent in. After all, if a client has asked the same question 5 times in the past 3 months, maybe there's a bigger issue somewhere!

By connecting your "Contact us" or "Ask a question" form directly to your CRM, whenever a client fills out that form, you can control how that data will automatically get sent to the CRM.

This form can automatically attach a "Support ticket" pipeline to your existing contact, add a note to their profile, set a task for them, or anything else that you need to take note of when handling a client question!

The less time you spend copying and pasting conversations into your CRM the more time you have to offer world-class service!

Ready to connect a form to your LACRM account? Here's our tutorial on how to get that set up.

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