Guide · Websites
How to connect your website to your CRM
Short answer
Connecting your website to your CRM means that when someone submits a form, their details are created as a record in your CRM automatically, instead of landing in an inbox to be copied by hand. It usually works through the form sending data straight to the CRM, which can then trigger a reply, a task or a follow-up sequence.
How the workflow works
A visitor fills in a form on your site. Instead of only emailing you, the form passes the details to your CRM, where a new contact or enquiry is created. From there the CRM can send an instant acknowledgement, assign the lead to the right person and start a follow-up sequence.
The visitor sees a normal form. Behind the scenes, the enquiry is captured cleanly and nothing is lost or retyped.
Why it matters
No enquiry gets missed or buried in an inbox.
Every lead is captured with the same clean, consistent details.
Follow-up can start instantly, while interest is still high.
You get a clear record of where every enquiry came from.
Common mistakes
×Leaving forms to email only, then copying leads across by hand.
×Capturing the lead but never triggering an acknowledgement.
×Not testing the connection, so silent failures go unnoticed.