by Urdhva Tech

Need a landing page for your next campaign? A way for your customers to create support cases? Do your sales reps need a way to enter leads? With WebToModule you can create custom webforms for these any many other users. Supports all modules, including custom modules.

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#3328 - Questions regarding the module

Closed General Question created by politakis 3 years ago

To whom it may concern

We are currently interested in the “WebToModule” tool in order to produce forms for our CRM.

Our main concern is to understand a. If we have the ability to insert records into all of the available CRM modules (not just the 3 basic ones) including custom modules that we have created For example we need a custom form to insert a record under an account as a case, as a lead, or as a custom module that we might create, shall we say a multi question module with many fields the client answers .

b. from a form that inserts an opportunity or a lead under an account , we need to know if we have the ability to track the origin of that record. For example I need to identify between two similar lead forms that create records under an account, how many records were inserted from form A and how many from form B

  1. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    3 years ago

    Hello,

    Thanks for showing interest in our add-on. Please find the answers below.

    a. If we have the ability to insert records into all of the available CRM modules (not just the 3 basic ones) including custom modules that we have created

    • Right Now, WebToModule doesn't support relationship data through a single form. However, if you have any specific need for the same we can customize it as per your requirement.

    b. from a form that inserts an opportunity or a lead under an account, we need to know if we have the ability to track the origin of that record.

    • You will have to create a custom field into your module and set the default value. Also, keep that field hidden so you can identify the source of the record.

    We can discuss this in detail over Skype. Our Skype id is: urdhvatech

    Thanks & Regards, Team Urdhva Tech.

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