Adding html to eCard to automate data to free Capsule CRM
Check the webform key is within the html
William Nicholls
Last Update 7 months ago
Main explainer link from Capsule READ through please
Inside Capsule Account settings
This form you add to the html section in the client eCard bio and the data automates to the free CRM
- Every CRM has a unique URL identifier e.g https://savingsandsuccess.capsulecrm.com/
- Every CRM has a User name
- Every CRM has a password. We suggest you use M38altix85! when you set it up for the client
- IMPORTANT: email this information to your client from your Maltix email and BCC using these 2 [email protected] & [email protected]
- This ensure the Capsule address, the username and password are stored in the Co CRM and the Lares CRM
The Capsule operator receives an email like this with every new contact added
If the client already uses a CRM ask them for the CRM contact form html