What It Does
Point your website's contact or enquiry form at Dinopix and every submission becomes a contact plus a case, ready to be assigned and answered, instead of an email that gets lost in an inbox.
Setting It Up
- Go to Customers > CRM Settings > Connected sources
- Click Connect a source and choose Website forms
- Name the form so you can tell submissions apart later
- Point your form at the endpoint Dinopix gives you
Routing
Each form decides what its submissions become. Open Routing on the connected source and pick, per form:
- Log activity only (the default): the submission appears on the customer's activity timeline and nothing else is created
- A record type, such as Enquiry, Job or Quote: each submission creates one of those records, with the full submission as its first note. The customer's timeline still shows a short line saying the form came in, so you can always see how they reached you
The record types offered are the ones your business tracks, set in CRM Settings > Record types. If the form sends an amount or items, they're saved on the record. Forms never open a case on their own; cases are always created by a person.
Spam
Public forms attract bots. Dinopix filters obvious spam server-side before it reaches your CRM: see spam quarantine for how to review what was caught.
Matching to Existing Customers
If the email on a submission matches an existing contact, the enquiry attaches to that person rather than creating a new record, so you can see they've ordered from you before while you're reading their question.