If you spend a lot of your time out of the office, you may be looking for a way to add new contacts to your Batchbook CRM from your smartphone. This is actually pretty easy to do using our integration with Formstack.
What you will need:
- A Batchbook account, of course
- A Formstack account (you can get started for free as a Batchbook user)
- A smartphone
Build a Webform using Formstack
Formstack is a great tool that makes building web forms super easy. They also integrate nicely with Batchbook, so you can set up a form to add new contact info right into your CRM.
Use Formstack’s advanced form building tool
After you build your form (we suggest starting with a simple contact form), you can connect the fields to fields in your Batchbook account.
You can connect to our default fields or even to custom fields you have created in Batchbook, which will let you get pretty detailed with your form. Just remember, you will be typing with your thumbs, so keeping it simple is probably best.
Batchbook users can get started with a free account. Just click on your name after you log in, and then click on Integrations. Find Formstack and click Get Started.
Grab Your Form’s Link
Each Formstack form has a unique url. Open your phone’s browser and put the url for the form in. Since these forms are mobile friendly, you will be able to start adding contacts right away.
Use the responsive form on your smartphone to add contacts on the go
If you are planning on adding contacts often, we suggest bookmarking the form to your phone’s home screen.
And That’s It
Once you have your form live and connected to Batchbook, you will be able to easily add contacts from anywhere.
Plus, if you visit your Batchbook account from your smartphone, you will be able to see existing contact info, make calls, send emails, pull up maps, and move sales along with our Deals feature. That’s a good combination for getting more done while you are on the road.