So you have a Wufoo contact us form on your website. That’s a great way to collect information about new contacts and leads. Where does that information currently go? Just to your email? Tsk tsk.
We’ve set up a special Zapier Shared Zap to make it painless to hook up your Wufoo form to Batchbook.
You already have a Wufoo account and a Batchbook account. Now all you need is a free starter account with Zapier and you can get these two great products working together. Once it’s connected, every new Wufoo form entry will create a new person in Batchbook, where you can add other contact info and build a great relationship from the get go.
Set it up
Just head over to our Wufoo page to get connected. Click to connect a simple contact us form. You’ll be taken step by step through a short connection process, where you will be able to choose which form to use and what info from that form you want to bring into Batchbook. In just a couple of minutes, you’ll be connected!
Useful data coming in
Once you connect your contact us form, that contact data will show up in Batchbook automatically. It won’t be buried in your email inbox anymore!
Now, you can get right to work following up with that contact. Send them an email or give them a call, and record notes right in Batchbook. As your relationship progresses, keep updating their contact record in Batchbook. Your whole team can collaborate on things like to-dos, deals, and communications. And it all starts with that first web form entry.
Connect some more
You can use this connection multiple times for any forms that you create. Combine your forms with Batchbook custom fields to bring in all sorts of interesting details about your contacts. Connecting your contact us form is just the beginning.
Let us know how you use this Wufoo to Batchbook connection!