Introduction:
Integrating BoloForms with your Customer Relationship Management (CRM) system can transform how you manage customer data, making your processes more efficient and streamlined. This tutorial will guide you through the steps to seamlessly connect BoloForms with your CRM, ensuring that all form responses are automatically synchronized with your customer database. Follow along to learn how to set up and maximize the benefits of CRM integration in BoloForms.
1. Click on Settings
2. Click on Integrations
3. The integration is now connected, so you can use it.
4. Click on Documents
5. Click on PDF Templates
6. Click on cell
7. Click on Edit Fields
8. Click on Variables
9. Click on CRM
10. select any variable
11. variable is mapped
12. mapped document
13. Click on Save
14. Click on Set Variables…
15. Click on Select Deal
16. Click on Real estate Deal…
17. Click on Link
18. Click on Set Variables…
FAQ
What is meant by CRM integration?
Ans: CRM integration is the process of connecting a Customer Relationship Management (CRM) system with other software or tools to ensure seamless data flow between them. This allows for automatic synchronization of customer information, enhancing efficiency and accuracy in managing customer relationships and data.
What is an example of CRM integration?
Ans: An example of CRM integration with BoloForms is connecting BoloForms to a CRM system like HubSpot. This integration allows form responses collected through BoloForms to automatically sync with HubSpot, ensuring that all customer information is updated in real-time. This seamless connection helps in tracking leads, managing customer relationships, and automating follow-up actions based on the latest data from BoloForms.
Conclusion
Integrating BoloForms with your CRM system is a great way to keep all your customer data organized and up-to-date automatically. By following these simple steps, you can set up the connection quickly and enjoy the benefits of having all your form responses synced with your CRM. This will save you time, reduce errors, and make managing customer information much easier. Give it a try and see how it can improve your workflow!