Connect a Marketing 360® Form to Your Leads Inbox

Connect a Marketing 360® Form to Your Leads Inbox

The CRM Leads Inbox allows you to view, manage and nurture your leads from within the Marketing 360® CRM. 

 

 

To setup a Marketing 360® Form as a source for your Leads Inbox, take the following steps: 

 

For Existing Forms: 

  1. Visit the CRM Leads Inbox. 
  2. Click on Marketing 360® Forms under Manage Lead Sources. 

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  3. Make sure that the form you want to track leads from is Enabled, and placed on your website, or wherever you plan on gathering form submissions. 

    Screen_Shot_2022-09-29_at_4.09.37_PM.png

  4. Click on the overflow menu next to the Form, and click on Submission Rules. 



  5. Next to “Create submissions directly as CRM Contacts”, make sure the switch is turned off. 



  6. Return to the overflow menu next to the Form, and click on Field Mapping.

    Screen_Shot_2022-09-29_at_4.10.28_PM.png

  7. Select a field to Prevent Duplicates. You'll want to select a field that is unique to each individual in order to properly prevent creating duplicates in the CRM. We suggest only selecting one field, Email.
  8. Select the CRM fields where you want these Form fields to go when submitted. If you don't need certain fields mapped to a CRM field, you can leave them unselected.
  9. Click Save. 

Your form will now send submissions to the CRM Leads Inbox!

For instructions on how to create a Marketing 360® Form, please visit this support guide.

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