Intro
We excited to announce we now have web forms baked into Exsalerate. What does this mean you might ask? Well, it means AUTOMATION, no more double entry of data from pesky emails from your web contact us form. Watch the video on how it works or read more below.
How Does it Work?
Simply click the “Form Builder” button from your settings menu in Exsalerate and you’ll be taken to our form builder. Here you can customise the look and feel of your form and then grab the code you need to easily integrate it into your website.
Finer Details
- Customise the form to your colours and website theme
- Choose which sales phase you want the record to appear in
- Choose the follow-up activity that you want automatically created
- Choose who you want the enquiry to be followed up by
- Ask your lead how they found you
- Add custom fields
We Can Help
If this is getting all a bit techie for you never fear we can set this up for you for a small fee. Just think of the time you’ll save.
