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Hello,
My requirement is I need a CRM that can track leads from my different wordpress landing pages and websites. The user may come from facebook/linkedin and source it should track that original source of the user. For example, if the user is going through Facebook and he/she see our ad then the user will click that and come to my website and submit the form so I want that user to be created as a lead in CRM and track the source of the lead was Facebook.
Can anyone please help me in doing this? I am new to CRM.
Thanks.
I am not sure If it automatically does that. We have to set the source from the form
But that should be tracked automatically right?
I mean in the hidden field how I can populate the user's source. I would not know from where the user is coming
I think you can put one hidden field for source on the form and populate that value
Hello Naveen,
I used this plugin for my website and submitted the form. It is creating lead inside my CRM but it didn't tracked the source.
Can you please you/anyone help?
Regards,
Ramya Nair
Ok I will look into this.
Thank you so much for the support.
Regards,
Ramya Nair
I am using Contact Form 7 plugin for my forms.
Regards,
Ramya Nair
You can take a look at gravity form integration with D365: www.gravityforms.com/.../
If you are also using the Marketing module, you can embed the marketing forms in your WP Site. Here the link for this: docs.microsoft.com/.../embed-forms
Ok thank you for that. But, it is untested with my WordPress version.
Is there any other way to do this integration?
I don't think they have any premium version. It's an open-source plugin.
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