When it comes to bringing input from website forms into your Act! CRM system, CRMADDON offers you various options. Below you can see which tool is best suited for you.
Act! Marketing Automation | FETCH|IT | |
---|---|---|
Layout/appearance of the forms | Given by the Act! Marketing Automation Layout Builder | Layouts from all website builders are processed.* |
Create forms for your own homepage | Either an Act! Marketing Automation created form inserted into any website builder via HTML code. Or there will be an independent landing page from Act! created with the domain https://pageseuc1.actmkt.com/xxx | Works with all web forms on the market.* |
Form entries from third-party homepages in Act! Transfer CRM | Not possible | Works with any third-party homepage (e.g. real estate portals, automobile portals, mail order companies, etc.).* |
Automatic assignment of leads in Act! CRM groups / allows, for example, automatic start of workflows | Assignment to a group possible | Assignment to several groups possible |
Check for duplicates | Using the email address | Using any input fields |
Creating an activity in Act! CRM | Yes, for any Act! user | Yes, for any Act! user and depending on the input (interest in product A is assigned to the appropriate clerk) |
Categorization of lead inquiries | No | The leads are stored in groups according to their wishes and requests |
Creating new contacts in Act! CRM | Yes | Yes |
Changing existing contacts | No | Yes |
Creating additional information in Act! CRM (in addition to contacts) | Sales opportunities, histories | Companies, sales opportunities, notes, histories |
Technical requirements | Self-hosted: Access to Web API | Requires access to database server or remote database |
* The only requirement: An email is generated in text form with the form entries (this is the rule with most website builders) |