Once Salespanel is set up, it automatically captures leads from every Convertbox form on your website without the need for any configuration. And, not just forms, leads are also captured from pop-ups, NPS surveys, and live chat modules. No integrations are required.
Understand customer motivation and track campaigns with ease. Know where leads came from and how they engaged with your content and web pages. Salespanel also helps you create custom events and track interactions.
Salespanel creates and updates contacts in real-time on Insightly CRM for leads who fill out your Convertbox forms. Forget manual entries and late syncs, and your sales team will always stay updated at all times.
Salespanel injects activity details and acquisition information such as source, channels of your leads inside each contact’s detail page on Insightly. Your sales reps will always stay updated about how leads are engaging with your website and emails. The synced data also contains lead source, medium, and campaign data (UTM).
Salespanel helps you segment and qualify your leads that are captured from your Convertbox forms and other acquisition sources. The scores are always kept updated in your CRM to help your sales reps know how qualified leads are and prioritize them accordingly.
If a contact for a lead who fills up a form already exists on your CRM, Salespanel will update the record and add new data without creating duplicates. The form sign-up activity and future activities will be logged for the contact.