Any web form can easily feed your SwiftCRM account. This means you have the world’s best autoresponder along with your sales-team integration so you or they can follow up and track every lead from “prospect” to “closed/paid”.
In order to correctly populate your opportunities, you need to name your form-fields specifically. Below, we’ll cover how to ask for information not in this table. Also, for more specific integration, just ask – we’re happy to help.
iOpportunityId //* NOTE: This is only for follow-up, i.e. if you have a multi-page form. If you are creating a simple basic lead-capture i.e. name/phone/email, you will not need to define this. Also, this requires PHP. We will cover using this in an advanced tutorial.
vOpportunityType //* See http://swiftcrm.com/lead-types-for-auto-insertion/
vExclusivityType //* ignore in most cases; used if you sell leads and sell to 3-4 people at the same time.
iUrgency //* ignore in most cases, but you can use it typically as a hidden field.
vIP //* requires PHP to sniff out. Generally useful for multi-country work.
vReferrer //* requires php. useful for tracking PPC keywords, SEO, or referral sources.
vName //* our system will automatically split this into firstname, lastname.
vFirstName //* if your form uses separate fields for first/last name, use these.
vPassword //* used for iSignature.com and/or advanced applications that allow users to save and log in to edit.
vLeadTypeField1 //* Lead Type Fields are information specific to the lead-type.
vLeadTypeField2 //* For example, this might be “Value” for mortgage leads.
vLeadTypeField3 //* For information on a specific type, contact us.
eGender //* Must be Male or Female (caps sensitive)
Anything that doesn’t conform to this, can be saved into the comments by simply adding a “extra_” before any variable name (i.e. call the field “extra_favorite_color” and it will list “favorite_color = blue” in the comments).
For advanced industry-specific applications such as an online 1003 (mortgage application), debt settlement application, etc. we have a separate database and method of saving data so it is suitable for export to industry-specific applications (i.e. Calyx Point or Ellie Mae’s Encompass; for debt settlement X-Ware).
This page last edited: July 20, 2010.