Customize How Contacts are Added to Your CRM

Customize How Contacts are Added to Your CRM

When you create a form on your website, users who submit the form will become Contacts within your CRM. You can set the form's Submission Rules to make sure that the Contacts in your CRM are set to the appropriate Contact Type, Status, and Assignment so that they are categorized correctly. Setting up Submission Rules will be important if you want to add your Contacts to an Email List.
 
You can customize how form submissions are added to your CRM in the Leads inbox. The process will depend on whether you are using forms built in the Marketing 360® Forms app, or a third-party form builder:
  1. Manage Marketing 360® Forms in the Leads Inbox
  2. Manage third-party forms in the Leads Inbox

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