- How do (potential) clients seek contact?
- How should they be added?
- How do you get in touch with them?
If many potential customers reach out to you by visiting your website, it may be worth your while to add a contact form. With Teamleader, you can link these forms to your account, meaning any data entered in these forms will automatically be added to your database. We offer integrations with four Web2Leads services (Jotform, Unbounce, Formstack and Wufoo).
You can also use the API if you know how to do so. Thanks to these integrations, leads that fill out a contact form on your website will immediately be added to your CRM, and you can even choose to create a new deal automatically. This helps you avoid any leads falling through the cracks. Another option to add your (potential) customers to Teamleader, is by using our email integration with Gmail or Outlook. If you use the Outlook integration, not only will you be able to track your emails directly to Teamleader, but you can also add unknown contacts to your account at the click of a mouse. Again, you only add those contacts that you want to add to your database.
In case you want to send newsletters to your customers, Teamleader also offers an integration with MailChimp and Campaign Monitor. If you link your Teamleader account to one of these tools, you can base your emailing lists on existing Teamleader segments. Important to mention here, however: before setting up your CRM database, you should determine what value you'd like to use as the basis for your segments and mailing lists. Do you filter on tags or rather on another piece of information? Make sure this value is displayed in Teamleader the right way. What are segments? Read all about it on this page. If you'd like to know more about our integration with MailChimp but you don't feel like reading, check out our video tutorial.
That's it: you've successfully completed our introduction to CRM! Click here to get an overview of all articles on how to get started with Teamleader.