Online only contact

  • Resolved rosbiffer

    (@rosbiffer)


    5 months, 3 weeks ago

    I’ve never used a CRM before so this is more of a CRM question than a Jetpack CRM one but I need to know the best way to handle it with Jetpack CRM.

    We send grant requests and requests for sponsorship to companies and I’d like to use the CRM to track this. This is fine if the first approach is to a named contact at an organisation, but often it’s just filling out a webform, or just sending in an email, so there is no contact to be assigned to the organisation.

    How do I deal with this with Jetpack? Do I just create a dummy contact and record tasks against that or is there a better way? What happens if it’s a webform so there’s not even an email address to record against a dummy contact?

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  • Plugin Support Animesh Gaurav (a11n)

    (@bizanimesh)

    Hello there – this is something possible with Jetpack CRM and I would recommend using CRM for your this goal. To simplify this process, Jetpack CRM has integration with Jetpack Form and you can collect leads from that form which will directly come to Jetpack CRM.

    Jetpack CRM also has a lead generation form. While it’s not possible to add fields to the default Jetpack CRM lead generation form, you can use a custom Jetpack Form instead as I mentioned above.

    If you want you can also use Contact Form 7 which is an another contact form plugin.

    And I would recommend you can make email address and mobile number field or at least email address field as mandatory in the form so that you can get email address input for each submission.

    Plugin Support Tamirat B. (a11n)

    (@tamirat22)

    Hi there!

    It’s been one week since this topic was last updated. I’m going to mark this thread as solved. If you have any further questions or need more help, you’re welcome to open another thread here. Cheers!

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