Every website enquiry becomes a record the moment it is submitted.
CubeCRM and Website Forms & Enquiries
Enquiry forms on your website post straight into CubeCRM with the page, campaign and source attached - no more form emails to a shared inbox.
- Marketing & enquiries
- No per-connector licence
- 01234 672 617
Most website enquiry forms send an email to a shared inbox and hope for the best. CubeCRM takes the submission directly: the enquiry is created with the contact’s details, the page they were on, the campaign or advert that brought them and any answers they gave, then assigned by rule and timed from the moment it arrived. Existing customers are matched to their record, and the enquiry keeps its source all the way to a won deal - so the website can be judged on the customers it produces.
What moves
Exactly what is synced, and which way
Being specific about this up front avoids the single most common integration disappointment - discovering after switching over that one field never travelled.
- Into CubeCRM
Form submissions
Contact details, answers and consent captured directly as enquiries in CubeCRM.
- Into CubeCRM
Source and campaign
The page, referrer and campaign parameters recorded with each enquiry for reporting.
- Out of CubeCRM
Confirmation and routing
Optional confirmation email to the enquirer, and notification to whoever the enquiry is assigned to.
How it behaves
The detail that decides whether it is actually useful
Works with most sites
Post from WordPress form plugins, most site builders and custom sites, or embed a CubeCRM form.
Matched to existing records
Submissions from known contacts are attached to their record rather than creating duplicates.
Assigned on arrival
Routing rules by product, postcode or form send each enquiry to the right person immediately.
Spam kept out
Honeypot fields and rate limiting stop most junk before it becomes a record.
Setting it up
Three steps, done during setup
- 1
List the forms on your site and the fields each one collects.
- 2
Point each form at CubeCRM, or replace it with an embedded CubeCRM form - typically a short job for whoever maintains your site.
- 3
Set routing rules and response targets for each type of enquiry.
Questions
What people ask about this one
No. Existing forms can usually be pointed at CubeCRM with a small change, or a CubeCRM form can be embedded in the page.
Yes. Most WordPress form plugins can post submissions to an external endpoint, and CubeCRM accepts them.
Yes. Campaign parameters in the URL are captured with the enquiry and carried through to the deal.
Consent checkboxes and the wording shown are recorded with the enquiry, so you have evidence of what the person agreed to.
Related
Usually set up at the same time
- MailchimpSegments built in CubeCRM sent to Mailchimp as audiences and tags, with opens, clicks and unsubscribes flowing back to each contact.
- CubeCRM API & WebhooksA documented REST API and webhooks covering the whole CRM - the same interface the product itself is built on.
- Telephony & VoIPClick to call from the customer record, and - where your phone system supports it - the caller’s record opening as the phone rings and calls logged automatically.
Website forms
Check the Website forms detail before you commit
Send us the specifics - your mailboxes, your account codes, your phone system, your forms - and we will tell you exactly how it maps rather than promising it will be fine.
