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'
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How to Use the Quick Add Feature to Add Entries From Any Page?
The Quick Add feature is located at the top of every page in Zola Suite and looks like a plus sign. Once you click on the plus sign, you will see all of the options available which will open in a new modal so you will never lose your place.
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