Wufoo and Revamp CRM Integration
If you use Wufoo; the intuitive form builder. then you must be looking for smooth integration between Wufoo and your CRM.
- Log all lead communication including email, tags and phones.
- Automatically create a person in Revamp CRM each time there is a new form submission in Wufoo.
- Use our pre-built automation workflow or build a new one for your lead qualification process.
- Use our segmentation tool to create segments of your contacts to send better-personalized emails.
- Connect your web forms to Revamp CRM and have leads enter your marketing workflow automatically.
Wufoo and Revamp CRM integration:
Convert your Form Entries into Contacts directly in RevampCRM.
RevampCRM saves you hours of data entry through our powerful integration with WUFOO. Your Form Entries will be converted into Contacts (Using name, phone and email). Contacts will be tagged by the Form Provider "WUFOO" and Form name.
In your Dashboard, Go to> Customers> click on>Add>then>Import contacts and finally click on Wufoo icon.
Navigate to Integration icon, a page with all your Integration List will appear. click on Wufoo icon.
A pop-up with instructions will appear, at the bottom, you will find a WebHook key, Click on Copy URL to clipboard.
Open your Wufoo account, in Form Manager. Click on Notifications.
From the drop-down menu choose "WebHock".
Copy your revampCRM account URL to the "Your WebHock URL field", check "Include Field and Form Structures with Entry Data" and click Save.