OneHash CRM is a comprehensive all-in-one solution for customer relationship management needs.
To begin using OneHash CRM, you must first sign up or log in from https://www.onehash.ai/crm. All leads captured will be accessible in the lead doc type upon signing in.
OneHash CRM offers various applicable filters in which the status of the leads is specified according to the system. Before proceeding with the leads, you must first learn how to generate the leads and import that data to the system. Leads can be captured through sources supported by OneHash CRM, such as websites, email campaigns, and landing pages.
Facebook Campaigns
Specifically for Facebook campaigns, you can directly integrate your Facebook forms. Here's how:
Fetch all forms available on that page and map all the required fields in the lead doctype. The next step is an important one! You must select the right page to subscribe to receive leads from Facebook via this form.
Web Forms
A web form is a form that is specifically designed to capture the data for any doc type. Creating a web form has never been easier than this. Hop on to the website module, and click on 'Web form.' Once you fill the title, a route is generated that can be changed according to your convenience.
Next, select CRM as your module. Once you publish the web form, it will be visible and accessible to your users. Additionally, you can choose to embed this form onto your website. To do so, simply select the embedded URL and add the code to the page where you want to display the form.
Other configurations can be implemented, as well. To stop the spamming, you can add a captcha. To do so, capture the site key from Google, which will, in return, make it a secure web form. Following this, define the introduction, the title or the description, and required fields like the organization name you want to be made visible on the web form.
This can be done in the client script if you want to add some validations or custom API calls. Furthermore, you can add the required CSS to design the form after submission. Set the label as 'register' and add a success message. After publishing and saving the details, the lead generation process will begin.
You can now view these web forms to generate leads, create landing pages, design these complete pages, embed these forms into your website, and use the rest of the API to insert the leads from other sources.
For instance, we can connect with the Facebook login forms or other social media campaigns like Google Ads. A landing page URL will be needed that you can add to the form.
To receive lead data, users can access this page, come directly into it, and fill it out. Whenever you view leads, the following data will be visible to you and your team:
Once leads are generated, and raw data of contacts are accessible, you can begin the campaigning process. With OneHash CRM, you can utilize its email, WhatsApp, and other social media post campaigns. Alternatively, you can also send newsletters.
-Blog written by Mabel Andray
