Customer Connect + Umbraco CRM integration through forms

Overview

Let Umbraco Forms send enquiries to Customer Connect

If your website uses Umbraco Forms, an email workflow can send form submissions to Customer Connect. The content is interpreted to create an opportunity that your team can assign and follow up.

Start with a website running Umbraco Forms with working email delivery. Your website manager or agency can help configure email delivery and templates.

How to connect Umbraco Forms

1. Get your team address. Copy your team email address in Customer Connect. Find it in the email settings and create it there if needed.
2. Open the form’s workflows. Add a Send Email workflow that runs when the form is submitted.
3. Choose the recipient and content. Enter the team address in Recipient Email and fill in the subject and message. Check that the email includes the form responses, including customer contact details and the enquiry.
4. Check custom email templates. If you use Send Email with Template (Razor), make sure the template includes the same form information.
5. Save and test. Send a test enquiry from the website and check the result in Customer Connect.

See Umbraco’s guide to email workflows in Forms for settings and template options.

Bring next steps together after the form

In Customer Connect, you can assign an owner and schedule follow-up on the opportunity. Your team has shared information for the next customer contact.

Learn more about collecting customer enquiries or contact us to review the setup with your website manager.

Try for free

What you can do

• Capture enquiries from Umbraco

  Send form submissions to Customer Connect with an email workflow in Umbraco Forms.

• Include the customer's information

  Let Customer Connect interpret the form email and create an opportunity.

• Make responsibility clear

  Assign an owner and schedule follow-up on the opportunity in Customer Connect.