Introducing Web Forms: Native, Wufoo, Typeform and more

Visitors to your website can engage with you in different ways: they may want to provide their contact information, request the scheduling of a demo/meeting or simply ask you pre-sales questions. How do you capture this data? How do you ensure that all visitor interactions are routed to the relevant person in your organisation?

TeamWave’s Web Forms can solve this problem. We help you capture visitor information and then send it to your pipeline in TeamWave CRM.

Additionally, we also give you complete freedom to customize every field, font and colour on your Form.

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How it works?

TeamWave Forms are simple. You just need to create a form and then place that form on your website. Each time a visitor fills and submits a form, all data is sent to your CRM.
TeamWave Forms are designed to give a seamless experience to all users. You can customise fields, colours, fonts and more in a form.

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How to use TeamWave Forms?

The best way is to place your form on an easy-to-find page on your website (Ex: Contact page). This allows potential customers to drop their contact details on that form which will automatically flow to your CRM Pipeline in TeamWave.
 
Another way to use Forms is to collect data from your Email Newsletters or Marketing Campaigns. If you are sending out a Campaign, you can link your Forms URL and send it out.
The possibilities are limitless and everything just works. Automatically.
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Get Started Now

If you would like to get started with Forms, click on Forms tab in TeamWave CRM and create your custom Web form. Note: You need CRM Admin permission to create forms. Learn more

Need alternatives? We’ve got your back.

Forms are designed to simplify data collection and give users more options to collect data. If you require more complex forms and data collection, we also offer full integration with popular third-party forms like WuFoo, Typeform, Google Forms via Zapier. Learn more.

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Zapier Alternatives

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Are you a small business that uses multiple SaaS apps to streamline processes? Zapier is definitely a useful tool to synchronise and integrate apps. The building block of Zapier starts with Zaps – conditional connection which is triggered when a certain event occurs.

In this post we’ll cover Top Ten Zapier alternatives:

IFTTT

If This Then That is a popular automation service for small tasks between Internet-connected services. The basic idea behind IFTTT is to automate everything from your favourite apps and websites to app-enabled accessories and smart devices. You could use IFTTT to automatically post on social media every time you publish a new post and switch on your smart lighting system as well. There are numerous combinations (recipes) on IFTTT that makes app connectivity easier. It currently supports more than 110 services (channels) including Android devices and Apple iOS apps like Reminders and Photos, along with websites like Facebook, Instagram, Flickr, Tumblr, Google and more.

Automate.io

Automate.io helps you create one-to-one integrations and multi-app workflows swiftly. For instance, you can create and send invoices automatically, track payment, send auto-reminders and initiate the post-purchase actions of an eCommerce transaction.The basic plan starts from $0 with 5 bots and 250 actions per month. Support for Gmail, Typeform, Facebook, Hubspot, Xero, Slack, Intercom, Trello, Twitter and more.

Integromat

From posting on Trello boards automatically to getting daily Google Analytics reports in Slack, Integromat offers ready-to-use integrations for numerous use cases. Everything from social media and project management to customer support, marketing, sales and much more can benefit from these automation. The starter plan costs $0 with 100 MB data transfer and 1,000 operations.

Workato

Recently Forrester Research named Workato a leader in Integration Platform-as-a-Service (iPaaS), and rightfully so. It uses a very simple and straightforward interface with drag and drop functionality, to help user connect applications easily with multi-step workflows. Currently it offers housands of pre-built integration flows between 75 most popular apps (Zendesk, Slack, Box, Marketo, Quickbase, Google Sheets, Docusign and more).

PieSync

This Belgium-based startup PieSync offers a platform that connects a plethora of cloud applications and provides two-way real-time contact syncing in those apps. The basic plan starts from $5 per month with 1 connection and support for 1000 contacts. Currently it integrates 50+ apps including Shopify, Google Contacts, Office 365, Campaign Monitor, Intercom, MailChimp and more.

DSYNC

It synchronises and transforms data between multiple cloud apps and legacy applications. Its IPAAS offering  specializes in system integration. Data can be mapped and transformed in near real time between multiple applications enabling businesses to take advantage of real time decision making. The starter plan comes with $25.00 per month with 900 transactions and 2.5 GB data. Connections include applications like SAP ERP, Megento, WooCommerce, MailChimp, Open Office, Quickbooks, BigCommerce and much more.

OneSaas

OnceSaas connects business apps like Quickbooks, Xero, FreshBooks, BigCommerce, Shopify, eBay, Eventbrite etc. Spread of integration covers accounting, ecommerce, billing & invoicing, CRM, fulfillment, inventory management and email marketing. The basic plan starts with $29 per month for 300 transactions offering 1 accounting app, 2 ecommerce/billing & invoicing apps and 1 fulfillment app.

Microsoft Flow

Microsoft Flow focused on integrations with Microsoft’s own business tools, like Office 365, Dynamics CRM, PowerApps, and Yammer, as well as those that are used in organizations, like MailChip, GitHub, Salesforce, Slack, and others. It can used in common scenarios like getting a text message whenever your team lead emails you, saving the results of a Twitter search to an Excel file, copying files from OneDrive to SharePoint and more. While the Android app is still work in progress, the iOS app has already been rolled out.

Built.io

It offers Infrastructure Platform as a Service (iPaaS) to integrate apps and automate multi-step workflows. Within this solution there are two offerings – flow express for business users and flow enterprise for technical teams. The subscription starts with $29 per month and integrates services like Salesforce and Marketo.

Skyvia

Skyvia offers wizard-based data integration and synchronisation services spanning across apps like Amazon RDS, Box, Dropbox, Google Drive, MySQL, Salesforce, FreshBooks, QuickBooks, Shopify, Magento and more. The starter plan comes free of cost with support for 5k records, 100k CSV import/export and once per day scheduling.

An alternative for automation tools like Zapier:
If you don’t like using third-party automation/integration tools, you should consider using a fully-integrated business software suite like TeamWave

TeamWave – CRM, Project Management and HR software with Native Integration

TeamWave is a unified platform for sales, project management and HR with seamless native integration. Here are some of the benefits:

Sales and Projects: Important files can be copied from deals to projects (example: requirement document) with a few clicks. Comes in handy when you commence project delivery after winning a deal.

Projects and HR: Project admin can keep track of the performance of the employees along with appreciation received from clients and log them as private notes in the HR app. During appraisal these notes can be reviewed for better decision making.

Sales and HR: In the HR app, if you add someone as the reporting manager of a sales rep, then the reporting manager will be automatically added as a deal follower whenever the sales rep adds a new deal. This fosters collaboration and helps in progress tracking.


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CRM Update: Statistics, Zapier Integration, Custom Fields and More

TeamWave CRM’s latest update has several new features and enhancements. As always, most of them are driven by customer feedback, so please continue to send us your suggestions and requirements.

– The all new CRM Statistics

The new “statistics” feature helps you quickly view stats related to sales performance, pipeline performance and effort that has gone into sales activities. Choose all the pipelines or a specific pipeline along with timeline (week, month, quarter, year) to visualize the stats.  You can slice and dice the result at a granular level to answer following types of questions:

  • What is the deal closure rate when a deal moves to a particular sales stage?
  • Value of the deals in different sales stages?
  • Is person X better at converting deals in comparison to person Y? Who has closed more valuable deals?
  • What is the conversion rate of different salespersons when it comes to moving deals from one sales stage to another?
  • Which sales person has added what type of sales task? What is the rate of completion of different sales activities?

CRM Statistics Improved

– Zapier Integration

A lot of users wanted to capture data from different sources and move it into CRM. To address this we are starting off with Zapier integration for creating deals. Zapier can be used to establish a connection between TeamWave and other apps. To do that you need to create a Zap – basically a conditional connection which is triggered when a certain event takes place. Example: if I get a new lead via my online form, create a corresponding deal in TeamWave.

To learn more about Zapier integration check out our knowledge base solution.

TeamWave Zapier Integration

– Activity Sync with Google Calendar

If you have enabled Google Calendar, all of your sales activities will be synced with Google Calendar. Apart from the consolidated activity reminder email sent by TeamWave, Google will also remind you when it is time for you to get on a client call, send an email, prepare for a demo or anything else. If you have not yet enabled Google Calendar, you can do so from the integration section.

– Custom Fields

Although TeamWave CRM comes with basic data fields to capture deal and contact details, you would eventually need additional fields in order to accommodate your unique business requirements and improve the sales efficiency.

Let’s take the example of capturing leads. Leads can be captured from different sources – website, whitepaper download, Facebook ads, SlideShare, trade shows, etc. There is a context behind the interest expressed by the lead and the sales activities pertaining to the lead needs to be crafted in a specific way.  Apart from this, something as simple as contact person’s birthday can also be used to build relationship. All these scenarios can be handled via Custom Fields.

Deal Custom Fields

After creating relevant custom fields, you can add details in the deal/contact details page and select required fields in the list view as well.

Custom fields in list view

– Tags

Tags are great for segmentation of deals, contact persons and organisations. It can be used for classification on the basis of your relationship (client, vendor or partner), business domain of the prospect, location etc. Say for example a sales person wants to find out the deals which are from European region and prospect type as re-seller. It can be easily done by creating and adding these two tags. Then in the pipeline/list/timeline view of the deals these tags can be used to refine the view.

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 – Bulk Deal Import

Moving from another CRM solution with existing data exported to spreadsheets? Collected huge amount of leads using web forms? TeamWave lets you easily import all your deals from CSV/XLS/XLSX files. Just map the CRM fields with the spreadsheet columns and you’re ready to go.

Deal Field to Spreadsheet mapping

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