CRM Web Site Signup Integration

Integrate Web Site Signups and CRM

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CRM Web Site Signups Integration

You can integrate your Web Site Sign Ups with Amphis Customer CRM. To do this you need to create Emails from your Web Site when someone Signs Up and Subscribes.

CreateUser Functionality

If the Email Subject is in the format of the CreateUser example shown below, then you can drag and drop the Email from Outlook into the Amphis Customer main form.

createuser?firstname=Steve&lastname=Jones&title=Mr&companyname=ABC&email=steve@hotmail.com&subscribe=yes

CRM WebSite Subscribe Email Integration

A new Customer Record will be created with the details provided.

Data Validation

A check is made that a customer record with the email address supplied in the subject line doesn't already exist (requires v3.0.125 or a later version) and a new customer record is only created if there isn't already a customer record in the database with this email address.

CRM WebSite Signup Integration

Subscribed Flag

If subscribe is set to yes then the first checkbox on the Custom tab will be set to true. If subscribe is set to no or if the subscribe parameter is missing then the first checkbox on the Custom tab will be set to false. Since this is a CreateUser function, an existing customer cannot be unsubscribed by setting subscribe=no.

CRM Web Site Signup Integration

On the Custom tab if you click Customize, you can set the label to Subscribed like this.

CRM Web Site Signup Integration Setup

Unsubscribe

Please note: There isn't currently an unsubscribe facility. There is currently only a CreateUser facility.

More Information

We have some short CRM Videos about Amphis Customer CRM Software and also a CRM Quick Guide with more details and screenshots. We have Prices, Customer testimonials and CRM Software Case Studies or why not Download our CRM Software Free 60 Day Trial and try it for yourself ?

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