You can connect the CRM service to the site manually using the built-in product tools or using third-party applications or programming services. For these purposes, there is a way through salesforce data capture https://revenuegrid.com/product/data-capture/.
The most popular solution is to add a ready-made widget or communication form. For this purpose, in a section of CRM synchronisation settings, it is necessary to create the new form: set a name, enter the site address, and choose the characteristics and functionality of the form from offered variants. After saving the new form in the CRM will appear program code, which should be copied to the clipboard and pasted into the source code on the site pages .
You can connect the CRM service to the site manually using the built-in product tools or using third-party applications or programming services. For these purposes, there is a way through salesforce data capture https://revenuegrid.com/product/data-capture/.
The most popular solution is to add a ready-made widget or communication form. For this purpose, in a section of CRM synchronisation settings, it is necessary to create the new form: set a name, enter the site address, and choose the characteristics and functionality of the form from offered variants. After saving the new form in the CRM will appear program code, which should be copied to the clipboard and pasted into the source code on the site pages .