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Overview of CRM
CRM (Customer Relationship Management) software manages and analyzes customer interactions and data throughout the customer lifecycle, including initial contact and lead generation to sales and post-sales support.
The top 3 benefits of using CRM software are:
- Improved customer relationships:
By centralizing customer data and interactions, businesses can better understand their customer's needs and preferences and respond to them more effectively.
- Increased sales and revenue:
By automating and streamlining sales processes, CRM software can help businesses increase productivity and close deals more quickly.
- Better data and insights:
With customer data stored in one central location, businesses can use CRM software to analyze customer behaviour, identify trends, and make data-driven decisions.
CRM integration with Webflow
Webflow integrates seamlessly with most third-party apps. However, it's easier for many integrations to use automated apps like Zapier instead of custom code. Using Zapier, another no-code tool, is a faster and more efficient way to integrate CRMs like Salesforce and Pipedrive.
Integrating any CRM with Webflow using Zapier is a straightforward process.
- You begin with authenticating both Webflow and the corresponding CRM.
- You create a new workflow or Zap in Zapier.
- Then set which app will generate triggers—for instance, if a new lead signs up on your Webflow website. You set a trigger for Form Submission on Webflow.
- Next up, set the corresponding actions in another app. For the above trigger, you would want your CRM to create a new lead by updating records/contacts for further lead management.
- Choose which data is exchanged between Webflow and CRM, like the form field and the corresponding field IDs in the CRM. In this step, you must ensure that form labels and field types in Webflow match the corresponding instances in CRM.
- You have now automated new lead generation by integrating Webflow with the CRM of your choice using Zapier.
- Optionally, set a name for your Zap, like new leads.
You can easily repeat the same steps for different actions per your business requirement and automate complex workflows.
Alternatively, CRMs also integrate with Webflow natively with the help of Webflow Logic.
Here's how to use Webflow Logic
Webflow Logic allows website automation without using third-party automation tools like Zapier. Logic allows automating workflows within Webflow and with external APIs like CRMs, analytics tools, marketing software, etc.
Logic supports the use of Flows to enable automation. Flow implies a set of automated actions that will occur after a trigger event, in this case, form submission.
- Create a form where you will collect the required data that you need to push in the CRM.
- Go to Navigator, followed by Form Block. Then from the right panel, select Form Block settings and then select Source as Logic.
- Add Actions - Now, you need to add actions. In this case, the action is- Make an HTTP request to call APIs.
- Go to the Settings panel, begin with Authentication with API token, set the credentials, set the request method to GET, and input the URL from CRM documentation.
- Additionally, some CRMs would like to know the kind of data exchange going on, so you need to add a Header stating the data type, for instance, a JSON object.
- Finally, you add the actual field labels on the form corresponding to the CRM properties in the body section. Now, you have configured everything and run a test to ensure a new contact is created in the CRM.
- Turn the flow on by hitting Publish. You have created the automated flow, and the CRM makes a new contact when someone fills up a new form.
- Test if the flow works by filling in form details on the published website.
One thing to remember is that Webflow Logic works best when hosted on Webflow. So if you export the code, it might not work.
Top 5 recommended CRMs for Webflow.
We have now covered different ways CRMs can integrate with Webflow. Let's jump into the 5 CRMs that have made it to the top recommended list.
Hubspot:
Hubspot is a leading CRM software for businesses of all sizes. It supports sales, engagement, content management, and more from a single dashboard. Easy to use and collaborate with your team. The tool is available in a free and paid plan.
Integrating Hubspot with Webflow
Apart from Zapier integration, you can connect Hubspot with Webflow using one of the following ways -
- Using HTML forms
- Using tracking code
- Using Webflow Logic.
Although Logic is in beta mode, this is our second-most preferred option after using Zapier. In the above example of form submission, one can automate form submission with record updates in Hubspot CRM.
Case-Study from a design company:
A design company was looking to serve personalized recommendations to The HubSpot CRM has a built-in form builder used to create custom forms for its website. These forms helped them to capture more information about their leads, which they used to create even more targeted campaigns.
Another helpful feature was the ability to automate certain tasks, such as sending follow-up emails to leads who had not yet converted. This automation saved the company significant time and allowed them to focus on other vital aspects of the business.
Zoho CRM
You can integrate Zoho CRM with the help of Zapier's automated workflows called Zaps. Zoho CRM is a comprehensive tool that offers task management and pipeline management for crushing your sales goal. Plus, it also offers a conversational AI assistant and sales forecasting.
Integrating Zoho CRM with Webflow
Zoho offers Zoho flow to enable automated integration with third-party applications. So, you can easily connect the Zoho CRM with the aid of the following steps -
- Access Zoho Flow on your existing Zoho account or create a new Zoho flow account.
- Create your organization’s account by inputting relevant details.
- Create a flow based on triggers. Triggers belong to 2 broad categories - app-based, for example, a new lead added to Zoho CRM. Or time-based triggers that can occur after a specific interval.
- Depending on the trigger type, you need to specify which app sets the trigger or when it is set. For instance, you can set a trigger related to a lead by checking the pricing page.
- Then, specify the action that needs to be taken in the Zoho CRM. For example, you can set an action for record updates and increase the lead score for the trigger above.
- You can also set custom rules for more effective sales management.
- Finally, turn the flow on.
A case study from an eCommerce store owner -
As an e-commerce store owner selling pet products, they found Zoho CRM a handy tool for managing sales and driving traffic to his website. One feature that has been particularly helpful is the ability to segment his customer base and create targeted marketing campaigns.
For example, when a new entry is made in the customer module, he could send an automated email with related recommendations. He could create a list of customers who have recently purchased a particular pet food and send them an email promoting a related product, like supplements. It helped him easily cross-sell and upsell his existing customers and derive maximum value from the entire customer lifecycle.
Salesforce
Salesforce is another recommended tool by CRM experts. It offers deal management, contact management, and sales forecasting to get a hold of your sales cycle. It also offers in-app instant messaging and mobile apps for better collaboration.
Generally, businesses rely on forms to collect new leads. With this special case in mind, Salesforce offers a dedicated integration known as Salespanel to collect leads via forms.
More so, Salespanel collects leads from NPS surveys, chatbots, and pop-ups without needing extra integration. Hence it helps track leads from multiple sources. It also identifies the lead sources and motivation by tracking the leads' activities before and after form submission. Finally, you can create custom events to track data from different mediums and campaigns in real-time.
Case study of integrating Salesforce with Webflow:
A D2C retail company that implemented SalesPanel to manage their sales and customer data. The company needed to track campaign performance and customer behavior to make data-driven decisions.
The tool captured how leads interacted with websites, the lead magnet, and emails. Their analysis found that most fall-outs happened after their lead magnet - a recorded webinar. In addition, most leads that were redirected from paid ads dropped off. This was because the messaging of ads and webinars didn't match.
With the help of these reports and insights, the company was able to improve the messaging on ads to improve customer retention and boost sales. As a result, they increased their sales by 15% in the first quarter of using Salesforce and improved customer retention by 20%.
Pipedrive
A pipeline management system that also offers a comprehensive CRM solution. Pipedrive offers email campaign management, activity management, and other essential CRM features. In addition, the tool is streamlined to use and cost-effective.
Integrating Pipedrive with Webflow
There are two ways to do so -
- Using pipedream integration, Pipedrive connects with Webflow.
- Alternatively, you can use Zapier to connect Pipedrive with Webflow.
Case-study of SaaS company using Pipedrive
A SaaS company used Pipedrive to manage its sales in the following manner. First, the company created a custom pipeline in Pipedrive that reflects the different stages of their sales process, such as lead generation, qualification, demo, negotiation, and closing. Then, using Pipedrive's visual pipeline, the company's sales team could easily see where each potential customer is in the process and prioritize follow-up activities.
Pipedrive allowed them to set up custom automation rules, such as sending an email to a lead after it's been added to the pipeline or moving a deal to the next stage after a certain date. This automation can save time and help ensure the sales team is in the loop. This ultimately helped the company to close more deals, increase revenue, and improve its overall sales process.
Microsoft Dynamics 365
Microsoft Dynamics 365 is a host of intelligent business solutions that help make data-driven decisions. It also comprises a CRM solution by Microsoft that integrates with Microsoft business applications. The CRM links marketing with sales and offers actionable sales insights to your team. Easy to use, a scalable, and powerful tool for SMBs and Enterprises.
Integrating Microsoft Dynamics 356 with Webflow
You can use Zapier to integrate Microsoft Dynamics with Webflow as per the details discussed above.
Case study of a manufacturing firm using Microsoft Dynamics 356
A manufacturing firm implemented Microsoft Dynamics 365 to improve its bottom line. The tool is suited to track both online and in-person touchpoints. The tool helped the firm identify how its prospects perceive them as compared to its competitors. The tool tracks the competitors mentioned during the communication and gives insights on how to follow up with the leads based on AI-generated insights.
The tool also helped in lead scoring, giving precise details on their industry, job title, and actions. It helps sellers understand the best course of action based on insights and move their prospects closer to sale.
This is how Microsoft Dynamics 365 can streamline sales processes by offering adaptive solutions.
Conclusion
CRM helps businesses leverage their websites fully. CRM solutions provide real insights into what customers are looking for and how companies can help them get there. For example, an e-commerce owner can tailor offers, discount codes, and emails as per the customer insights provided by a CRM solution. Therefore, CRM integrations are a must for your Webflow website.
