Bryce Blackham asked us, “Do you know if it’s possible to have a form that I can send to people and collect their signature that will store as a pdf in agent CRM? (A feature that might work like DocuSign) “Yes! You can create a…
forms
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Damon Jimenez asked us, “How secure are our forms that we send to clients for personal info. Are they encrypted?: “Yes, they’re encrypted by SSL, the standard (very safe) level of internet security.”
Daneel McDonald asked us, “Hi! Question – Is there a way to make it so that form submissions are connected with contacts that are already in the system?” “Forms filled out with an email and/or phone number that is already saved as your Contact in…
Becky Chopek Wilson asked us,”For the P&C agents here. What Agency management system are you using and does any of them connect to Agent CRM? Also has anyone been able to create their intake forms inside Agent CRM instead of having to use Zappier to…
Christopher Chase Tackett asked us, “Can anyone tell me how to share or transfer domains/funnels, forms, etc to this CRM?” “For funnels, we have a direct import of pages from ClickFunnels. Other page builders should be done manually (create new funnel/website pages). Same goes for…
David Munley asked us, “I have triggers set up for forms submitted, but when forms are completed, the trigger is not running and therefore the prospect is not getting entered into a campaign. Can you help me immediately? NJYM21 is the campaign.” “It looks like…
David Vargas asked us, “Hey guys! Just getting started here. So i connected my FB with CRM. When I go to forms, nothing pops up. What am I doing wrong?” “First you’ll need to create the form in your Facebook ads manager. If you need…
Derek Brown asked us, “I use Gravity Forms in a WordPress Website. Is there any way to send form fillouts into Agent CRM Contacts?” “https://www.loom.com/share/e9c1c0482d454d9fbc871416f908de5d”