In today's episode, our host Mary Sue Dahill explores the crucial process of connecting your website and CRM. With a step-by-step guide, she delves into seamlessly integrating your forms, appointments, payment pages, and other applications into your CRM. Timing and conducting a thorough website audit are emphasized as key factors in achieving a smooth transition. Tune in as we uncover the secrets to effortlessly gather new contacts and subscribers, optimize your CRM setup for effective lead generation and communication.
Key Takeaways:
Quotes
"Seamlessly connect your website to your CRM and optimize lead generation and communication effortlessly."– Mary Sue Dahill
"Identify forms on your website by clicking through each page and creating a list with direct links."– Mary Sue Dahill
Featured in this Episode
Mary Sue Dahill
https://www.linkedin.com/in/marysuedahill
Chapters
00:00 - Introduction
00:29 - Transitioning Technology, Timing, and Forms Crucial
02:16 - Form Recreation: Streamlining Data Collection in Your CRM
03:27 - Embedding Discovery Calls and Simplifying Scheduling
04:38 - Replace or Delete Old Payment Pages Wisely
05:59 - Integrating Online Booking Tools and Newsletter Opt-ins
07:01 - Zapier Connects Applications to CRM for Efficiency
08:24 - Outro
In today's episode, our host Mary Sue Dahill explores the crucial process of connecting your website and CRM. With a step-by-step guide, she delves into seamlessly integrating your forms, appointments, payment pages, and other applications into your CRM. Timing and conducting a thorough website audit are emphasized as key factors in achieving a smooth transition. Tune in as we uncover the secrets to effortlessly gather new contacts and subscribers, optimize your CRM setup for effective lead generation and communication.
Key Takeaways:
Quotes
"Seamlessly connect your website to your CRM and optimize lead generation and communication effortlessly."– Mary Sue Dahill
"Identify forms on your website by clicking through each page and creating a list with direct links."– Mary Sue Dahill
Featured in this Episode
Mary Sue Dahill
https://www.linkedin.com/in/marysuedahill
Chapters
00:00 - Introduction
00:29 - Transitioning Technology, Timing, and Forms Crucial
02:16 - Form Recreation: Streamlining Data Collection in Your CRM
03:27 - Embedding Discovery Calls and Simplifying Scheduling
04:38 - Replace or Delete Old Payment Pages Wisely
05:59 - Integrating Online Booking Tools and Newsletter Opt-ins
07:01 - Zapier Connects Applications to CRM for Efficiency
08:24 - Outro