How Do I Manually Add the Zola CRM Webform to my Website?
Zola Suite's CRM feature allows you to have leads created for you directly through your website. When a prospective client fills in their information through your online form, their details will automatically show up in Zola CRM. If you have a WordPress website, you can find more details here.
If you would like to manually add our webform to your website, please use the following guidelines:
- Your token can be found within the CRM Options section of your Zola Suite Account, or by contacting Support.
- First name and last name are required on the form without them the record will not go through
To Validate Token:
parameters: Token (STRING)
return: boolean whether token is valid
To Submit Lead:
parameters: TOKEN (STRING)
VisitorHistory (List of object containing VisitorType (INT, 1=Company, 2=Person), Url (STRING), VisitedDate (DateTime), and TimeSpentOnPage (String))
Example external lead submission using jQuery Ajax call:
'Message': 'In need of lawyer asap'
Where Can I Find My CRM Token for My Webform?
Your token for CRM will be used when you are adding the CRM to your website. To locate this token: Go to Firm Settings Select CRM Options and under "Token for External Submissions," you will see your token. This token can then be added to your ...
How Do I Install the Zola CRM Web Form on My Wordpress Website?
Zola CRM will allow you to manage your leads. One way that leads can enter your funnel is from your website Zola CRM has the ability to capture web form data and place it into the CRM seamlessly using Gravity Forms as the web form creator and our ...
What Is a CRM?
Zola Suite's CRM is a Customer-Relationship Management system to better manage your Leads, intake, and referrals! Identify and cultivate high-value prospects Automatically track where your leads are coming from Organize leads by source, practice ...
How Can I Protect my Webforms From Spam?
Many law firm websites receive large amounts of bot and spam submissions to public forms embedded on their websites. These submissions can get in the way of reporting and will require submissions to be cleaned of any junk. There are multiple methods ...
What are "Intake Forms" Used For, and How do I Create One?
In Zola Suite, the "Intake Forms" are used to record specific Matter related data used to create Merge Fields for Document Templates. Intake forms can be created by: Going to your Firm Settings and selecting "Intake Forms". Select the + located on ...
Experiencing degraded performance in Zola Suite?