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 ...
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 ...
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 ...
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 ...
If you would like to enter a Lead manually into your Zola CRM you can do so by multiple ways: Using the Quick Add tool on the white toolbar From the CRM section, click on the plus sign on the color bar Both of the above options will bring you to the ...