Capture leads from your website and IndiaMART
Paste one line on your website to get a contact form and a chat button. Every message, and every IndiaMART enquiry, becomes an opportunity given to the right person by your rules, who is told at once. Chats and customer requests are answered from the Inbox.
In EaseDesk: Settings → Organisation → Lead capture. Log in or start a free trial.
Steps
- 1 Open Settings, Organisation, Lead capture and click New form. Choose the fields to ask for, the thank-you words, and switch on the chat button if you want one.
- 2 Copy the line under Paste on your website and add it to your website, or share the link instead.
- 3 Under IndiaMART, click Make my IndiaMART push URL and paste it in IndiaMART Lead Manager's CRM integration. Add the CRM key too, as a backup that is checked every 15 minutes.
- 4 Under Who gets each lead, add rules such as Gujarat leads to Ravi, laptop enquiries in turn to the sales team, or every chat to your Leads bot.
- 5 Watch What came in, and answer chats from the Inbox. Your reply reaches the visitor at once and by email.
Leads that wait a day go cold. Lead capture puts every enquiry in one place, with a person or a bot already following it up, and the full message on the opportunity’s Activity.
The Inbox in the sidebar holds website chats and requests from your customer portal. Replies are emailed to the customer; switch on Internal note to write something only your team sees.
Questions
What happens when the same person writes twice?
If they already have an open opportunity touched in the last 30 days, the new message is added to it and its owner is told, instead of making a second opportunity.
Can a bot take my leads?
Yes. Choose a bot in an assignment rule. It checks each lead, opens the opportunity and books the follow-up, asking a person before it sends anything. Bots never chat with your website visitors.
Do I need a paid IndiaMART plan?
IndiaMART gives the CRM push and pull keys to paid sellers. Without them, forward IndiaMART's lead emails to your lead address instead.
How do JustDial leads come in?
JustDial sends leads by email. Forward them to your own lead address shown under Lead capture, and each becomes a lead. Lead addresses are being switched on; until then the section says available soon.
What stops spam on my form?
A quick check that the sender is a person, a hidden field robots fill in, limits on how often one form can be sent, and an optional list of the websites that may show your form.
Still stuck? WhatsApp or call +91 91525 20552 or write to support@easedesk.com. Updated .