Customer Connect + Wix CRM integration through forms

Overview

Bring enquiries from Wix into Customer Connect

Wix Forms can send an email when someone completes a form. By choosing your team address in Customer Connect as the recipient, you receive the enquiry as an opportunity to work on.

Set up the connection in Wix Automations. The email should include the form responses so Customer Connect can interpret the customer’s contact details and needs.

How to connect Wix Forms

1. Copy your team address. Get your team email address from the email settings in Customer Connect. Create it there if needed.
2. Add the recipient in Wix. Add the team email address as a contact in the Wix contact list. You can then select it as an external recipient.
3. Open the form automation. In Wix Automations, select the email sent when the form is submitted. Under Send an email, choose the team contact as the recipient.
4. Fill the email with form data. Use dynamic values in the email template for the customer’s name, email and message. Include the actual enquiry in the email body so Customer Connect has the content to interpret.
5. Activate and test. Submit a test enquiry through the website and check the information in Customer Connect.

See Wix’s instructions for recipients and form email content for the settings in your version of Wix Forms.

Turn the enquiry into a shared next step

Once the email has become an opportunity in Customer Connect, you can choose who handles the customer and schedule follow-up. Learn more about collecting customer enquiries.

If form emails already go to your inbox, they can be forwarded from Gmail or Microsoft 365. Contact us for help checking your email template.

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What you can do

• Collect enquiries from Wix

  Send form responses to Customer Connect using email in Wix Automations.

• Get information you can work with

  Let Customer Connect interpret the customer details and message to create an opportunity.

• See who makes the next contact

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