Freddy AI for CX
Deliver effortless customer experiences with Freddy AI.
By Use Case
Take new web leads straight into your sales CRM
Take a moment to imagine this. You’ve just got a signup from your website. You make this person a new lead in your CRM by manually keying in their details. A quick glance at their information and you feel you need to know more about this person. So you do some research and find their LinkedIn profile. You learn about their industry, make notes, and you decide that you’re ready to get on a call with them.
Phew. Job done, yes, but job done quickly? Not quite.
That’s where Smartforms can help.
Smartforms is a piece of code. Use this code on your website, and wait for your next visitor to fill out your web form. When they hit Sign up, your visitor will automatically be created as a new lead in Freshsales! Smartforms re-imagines the web-to-lead process and creates the quickest, smoothest route between your website and the sales CRM.
Wait, that’s not all. While creating the new lead, Smartforms automatically populates their profile with valuable information, like their activity on your website, social media profiles and photo. Now you know why it’s called Smartforms!
Go to Admin Settings > Integrations > Smartforms.
Copy the code snippet.
Paste the snippet in the <header> or <footer> tag of your website’s HTML code.
Your web form gets you the lead’s basic details, of course, but with Smartforms, you also find their social media profiles, photo and website activity neatly collected in your sales CRM.
Smartforms is part of Freshsales’ efforts to help businesses automate workflows using the CRM. Why manually enter a new lead’s information when the CRM can fetch it for you?
You don’t have to depend on developers—either in your team or with the CRM folks—to get Smartforms working for you. Don’t let coding keep you from optimizing sales activities.
“For the past several years, it's been difficult to get our sales team to use our clumsy, difficult-to-understand CRM (myself included). In less than an hour, I had all of our leads imported and the system figured out. It actually makes sales fun again.”
“With the Freshdesk Integration, Freshsales has taken the sales side of our business a step forward. My support staff can see a full picture of a customer - deals, customer details and activities. It has both sides of our business talking again!”
“Our sales people used to spend a lot of time before the call to analyze the prospect's need and behaviour using multiple sources. Today Freshsales provides all those insights in a single screen enabling us to move quickly and close deals easier.”
“Freshsales allows us to focus on converting our leads. The interface is so intuitive that our new sales staff do not require training on how to use Freshsales, they just hit the ground running.”
“I really like that this CRM tool integrates with Freshdesk and I am a fan of the "open email alert". I am also impressed with the service that I have received at Freshsales; I had a suggestion for the software and the support team immediately jumped on a call with me to figure out a solution.”
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