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You have a website and you are collecting data. You have a CRM where you keep data. Well the objective here is to mix to automate the connection of your website to your CRM. For data that is always clean and to implement an appropriate marketing strategy.
Why connect your website to your CRM management tool?
Connect the data flow between the website of a liberal expert firm And his CRM offers substantial advantages in terms of operational efficiency And of customizing customer service.
For example, when a Prospect Fill out a contact form on the website, this can automatically trigger a custom email chain, guaranteeing a quick and consistent response that increases the chances of conversion.
In addition, any information collected through the site can be directly integrated into the CRM, updating the files in real time without manual intervention. This allows practices to always have access to the most recent information on their customers and files.
Finally, by analyzing the answers to specific questions on the form, such as “How did you hear about us? ”, the firm can identify the most effective acquisition channels.
This integration therefore not only facilitates daily management, but it also contributes to the refinement of marketing strategies and to optimize resources.
Not all CRMs are connectable
It is crucial to understand that Not all CRMs are necessarily compatible with a firm's existing systems, and not all of them can be connected directly to a website. Before choosing a CRM, it is important to carefully assess the technical features And the integration options offered. Some CRMs may require custom adaptations or even the development of specific connectors to ensure a smooth integration.
In addition, legal constraints Or specific safety requirements And of data confidentiality may limit the choices available. As a result, a preliminary stage ofIT systems audit of the firm is necessary to ensure that the planned CRM can effectively be integrated without compromising the functionality Nor the conformity of the global system.
How to connect your CRM
Case 1 - Native integration
THEnative integration is one of the most effective and simple methods to connect a CRM to a website. Here is a detailed overview of this approach:
1. Understanding native integration:
Native integration means that the chosen CRM already has functionalities designed to interface directly with website platforms or other applications. This compatibility is often the result of a partnership between CRM developers and those of other systems (such as Webflow, WordPress, etc.), allowing for smooth and secure data synchronization.
2. Compatibility check:
Before proceeding, it is crucial to check that your website and the CRM in question are compatible for a native integration. Consult the technical documentation of the CRM to understand the specific requirements and the platforms with which it is designed to work directly.
Case 2 - In-house integration
THEhome integration CRM tools, like contact forms of HubSpot or Pipedrive, is an effective method for directly capturing visitor data on a firm's website. These tools are generally offered in the form of code snippets that the CRM makes available, allowing a relatively simple and direct integration into the pages of the site. By inserting these personalized forms, each visitor interaction is automatically recorded in the CRM, thus facilitating the data collection And theimprovement of customer follow-up.
Use automation tools
The use ofautomation tools suchlike Make, N8n, and Zapier allows you to create automated workflows that connect the applications used by the firm, including CRMs, websites, and even case management systems.
For example, a cabinet may set up a Workflow so that, as soon as a new contact is added to the CRM, a series of predefined actions are automatically triggered, such as sending a welcome email, scheduling an appointment, or updating a to-do list.
Make, N8n, and Zapier offer a visual interface where users can drag and drop connectors between different applications, simplifying the creation of complex processes without requiring programming skills.
Putting it into practice
We made a video about simple automation to connect a site's contact forms Webflow To the tool Pipedrive. This video resumes The items above, we quickly analyze the automation diagram of our Ourama website and then we realize Automation step by step. All you have to do is do it again!
