One of the biggest challenges for online businesses today is capturing leads and managing paperwork with field teams. Whether it’s on your website or out in the field, capturing leads is a challenge that every successful business learns to master. Launchcloud is working to make this better and used our API to bring a new approach to data collection. Launchcloud is a mobile form-building tool that lets you create, customize and test web forms. They’ve just rolled out a brand new integration with Base that makes data capture easier for field reps, and we’re excited to have our customers give it a try.
Simplifying the Lead Capture Process
Capturing lead form data can be a hassle. Nonetheless, collecting this data and having it sync with your sales platform is crucial to your business. Launchcloud’s latest integration with Base solves this age-old problem by automating the lead data collection process in the most sensible way. Whether you’re at your desk or out on the road, you can rest assured that your leads are systematically being pulled into Base. It’s fast, simple, and truly a modern solution that will optimize your sales process.
Connecting Launchcloud and Base
The new Launchcloud integration lets you add a lead, contact, or company to Base from your Launchcloud form. The beauty of this integration is that you can set up exactly where your form data should map to in Base – either to your Base leads, contacts or companies. This is a direct connection between the platforms, no additional framework to get in the way. Launchcloud also gives you the option to attach responses from your forms to contacts in Base and will automatically update Base records with incoming form data. A complete record of the response can be stored in Base documents as a PDF, JPEG, or Excel file.
While most web forms serve as a one way street into your CRM, Launchcloud is different. In real time, data can be pulled from your Base account to auto complete the form. Any changes you make are pushed back into Base. We’ve seen this prove to be valuable to door-to-door field reps who meet with prospects and are logging initial prospecting questions. All they need to do is search for a lead, instantly all the lead’s details are displayed, then the rep can make updates, or enter new responses. All updates are pushed back to Base. This ensures that you have a fast, seamless two-way sync between Launchcloud and Base. It’s also an excellent way to keep your CRM data fresh.
If you’ve been looking for a better way to create forms and sync form data into Base, try Launchcloud’s latest integration. For more details on how to get your Launchcloud account synced with Base, visit the Launchcloud marketplace.