Store Integrations

Capturing Leads from Website Forms

Send contact and enquiry form submissions straight into your CRM.

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

  1. Go to Customers > CRM Settings > Connected sources
  2. Click Connect a source and choose Website forms
  3. Name the form so you can tell submissions apart later
  4. Point your form at the endpoint Dinopix gives you

Routing

Each form can route its submissions — assign them to a particular teammate or location automatically, so enquiries land with the right person without anyone triaging them first.

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.

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