What a good connection does
- CaptureThe visitor fills in a short form on your site.
- RecordThe CRM creates a lead with the page and ad source.
- NotifyYour team gets an alert to call back fast.
- Follow upEmail or text sequences start if the lead agreed.
Leads should never sit only in someone's inbox. A CRM keeps the history, shows which pages and ads bring customers and stops leads from slipping through.
What to send with each lead
- Name, phone, email and the service they asked about
- The page they sent the form from
- The first page they landed on and the ad or source
- Ad click IDs, so ad platforms can learn what works
- Their consent choices for texts and emails
Consent rules to follow
Email marketing falls under the CAN-SPAM Act. Messages need an honest sender, a clear opt-out and your business address. You must honor every opt-out request. Text messages are stricter. US carriers expect clear opt-in consent before marketing texts, and their messaging guidelines spell out how to collect it. Keep the consent box unchecked by default, say what people agree to and save a record.
Good example. A cleaning company's quote form sends each lead to its CRM with the page and the ad source. A separate, unchecked box covers text updates.
Bad example. The same company's form emails the office, and nobody knows which ads bring jobs. It also adds everyone to a text list without asking.
Which CRM to use
Use the CRM your team already works in, as long as it accepts leads from the website. Our own CRM, Smarfle, receives leads from every form on the sites we build, with source and consent attached.
Our web design team connects your forms to Smarfle or the CRM you already use.