Webforms and Access Referrals
Use Webforms and Access Referrals to get leads into your website or from other Salestrekker users
Salestrekker has an option to generate webform code that can be embedded in your own website and automatically add a new lead into your CRM.
Multiple webforms can be added for the same organization/workflow/stage. For example, each broker might have own landing page with their own webforms adding leads where they are a deal owner.
Fields and data collected in these forms isn't customisable. When more customisation is needed, using API integration or Zapier, users can build own 3rd party forms instead of using Salestrekker web forms.
There are two options for these forms, both offering some level of customisations (e.g. workflow/stage for the new lead, colors and deal owner):
- A short, simple webform
- A longer webform/flow that can be used to collect more lead information
