I would like to be able to ...

Allow web form integration

Make a way for web forms to be submitted to Tactile CRM to auto create clients/leads/people/opportunities/activities for staff to follow up.

23 votes
Vote 0 votes Vote Vote
Vote
Sign in
Check!
(thinking…)
Reset
or sign in with
  • facebook
  • google
    Password icon
    I agree to the terms of service

    You'll receive a confirmation email with a link to create a password (optional).

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    Jake StrideAdminJake Stride (Admin, omelett.es) shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    4 comments

    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service

      You'll receive a confirmation email with a link to create a password (optional).

      Signed in as (Sign out)
      Submitting...
      • NickNick commented  ·   ·  Flag as inappropriate

        Has this been added? We require both multiple forms and to be able to add custom fields (or even more standard fields for that matter). Without this we can't switch over to Tactile CRM.

      • iraira commented  ·   ·  Flag as inappropriate

        I'd also like the ability to integrate multiple forms. I'd like to have forms that are specific to each service that I provide.

      • chris.montonechris.montone commented  ·   ·  Flag as inappropriate

        I wish you can make more than one web form. We have multiple points of entry for clients and one form doesn't cut it.

      • Derek BrownDerek Brown commented  ·   ·  Flag as inappropriate

        basic things; Download a white paper, request info. anything call to action on the website where the user has signed up for something would be great if that went direct to CRM

      Knowledge Base and Helpdesk