FreshSales CRM Integration with NoPaperForms Branding
How do we capture lead?
The user fills the form(widget) available on the multiples positions on www.nopaperforms.com hooded under the button “Schedule Demo”. Post filing the form a lead is created at the NPF panel under the institute NoPaperForms Branding.
One of the Sales Ops members used to download the leads and upload them on the FreshSales in the defined format.
We want that the lead details to be synced with Freshsales, in order to facilitate the sales team for cold calling and scheduling demos.
Reducing the daily manual effort of fetching and uploading leads to FreshSales CRM.
On Freshsales
The inquiries via widget are created as leads and way forward the sales ops team mark the lead status as per their BAU.
Technical Details:-
API:- "https://domain.freshsales.io/api/leads"
CURL:-
{
"lead": {
"first_name": "Shivam",
"last_name": "Trivedi",
"mobile_number": "+91-8888888888",
"lead_source_id": "3000043770",
"company": {
"name": ""
},
"custom_field": {
"cf_deparment": "Finance",
"cf_email": "shivam12@yopmail.com",
"cf_instituteorganisation_name": "npf"
}
}
}
Additional Fields added:-
|
Field Name |
Internal Name |
|
Department |
cf_department |
|
|
cf_department |
|
Institute/Organisation Name |
cf_instituteorganisation_name |
API Response:-
{
"lead": {
"id": 2,
"job_title": null,
"email": null,
"work_number": null,
"mobile_number": "1-926-652-9504",
"address": null,
"city": null,
"state": null,
"zipcode": null,
"country": null,
"time_zone": null,
"display_name": "Eric Sampleton (sample)",
"avatar": null,
"keyword": null,
"medium": null,
"last_seen": null,
"last_contacted": null,
"lead_score": 0,
"stage_updated_time": "2016-05-31T09:26:56Z",
"first_name": "Eric",
"last_name": "Sampleton (sample)",
"company": {
"id": 1,
"name": "Widgetz.io (sample)",
"address": null,
"city": null,
"state": null,
"zipcode": null,
"country": null,
"number_of_employees": null,
"annual_revenue": null,
"website": null,
"phone": null,
"industry_type_id": null,
"business_type_id": null
},
"deal": null,
"links": {
"conversations": "/leads/2/conversations?include=email_conversation_recipients,targetable,phone_number,phone_caller,note,user&per_page=3",
"activities": "/leads/2/activities"
},
"updated_at": "2016-05-31T09:26:56Z",
"facebook": null,
"twitter": null,
"linkedin": null
}
}
Timeline-