Written by mikepalma There are instances when you may not have a direct lead source that we can integrate, or you are doing cold-calling, driving for dollars or door knocking and want a place where you can log the information of a lead which will automatically show up in your InvestorFuse marketspace. Manually doing it in IF3 may be tedious, which we opt to move away from.
This is where we offer InvestorFuse Webforms. You can check this webform here.
This is just a template webform
Please bear in mind that this is only a template. Submitted entries to it will only get stored in the webform’s database, not IF3.
This webform contains all of the fields from the lead’s contact info, to the property information in the Opportunity Section in IF3.
Conditions
- There is no limit to the number of webforms that you can request
- One webform is equivalent to one campaign in IF3, and entries submitted to it will be assigned to the respective campaign
- You can add auto-responders based off of the campaign
- You can either add a single recipient of action or round robin them to a group of workspace members
- You can request to modify fields
- You can request to add fields
- You can request to remove fields
- Webform fields that do not pertain to a matching field in IF3 Opportunities will be placed in the notes section alongside the actual notes
- Currently, custom fields in the webform cannot link to custom fields in IF3
Step 1: Requesting a webform
Specify your preferences for the following and send an email to setup@investorfuse.com
- Name of the campaign in IF3 that it will be linked to
- Name of the employee(s) that will receive an Action for every entry made on the webform
- Title of the webform that will show on the webpage
- Fields to be removed
- Fields to be modified
- Fields to be added
Turnaround time
Our team will get back to you in a matter of 1-2 business days from the acknowledgement of the request. This time-frame may be longer or shorter, depending on the complexity of the request. We will then update you with the custom page link (e.g. www.investorfusewebforms.com/sellyourhouse) once we have proven the functionality of the webform.