Website Integration

Create Custom Webforms to collect information directly from your website

Webforms are forms that can capture information from your website and send the information directly to your PlanPlus Online account in the form of a Contact, Opportunity, Lead, Case and more (varies by edition). Design your own forms using Custom Fields.

PlanPlus Online webforms can be configured to automatically send an automatic reply and a series of sequential emails to the website visitor. As the site owner, you or your sales team can also receive an email each time the form is filled out.

Capture Leads directly from your website Design your own forms with Custom Fields Auto-Responder and Drip Email Campaigns Automatically Assign New Leads to sales reps