Sources of Automatically Added Deals and Contacts

You can add deals manually or set up integrations to automatically create deals after communicating with a client on one of the communication channels. Integrate CRM with chatbots, email services, landing pages, payment systems, pop-ups, subscription forms in SendPulse, and other services.

When you create deals in CRM, contacts are also automatically created. If you transfer duplicates, you need to merge them into one contact. Contacts are identified in all SendPulse services by matching the main email address.

Payments

Create deals with contact data automatically using payments received via chatbots, websites or cources. You can choose the pipeline and stage where you want to add deals based on the payment status.

By default, all deals are added to the first pipeline in your CRM system. You can select the pipeline and pipeline stage to which you want to add deals based on their payment statuses in pipeline settings.

Learn more: Adding Deals by Payment Status.

Via Chatbots

Go to the chatbot flow builder in the "Chatbots" section. In the "Message" element for the "Payment" button, specify your deal name and the pipeline where you want to store it.

Learn more: How to Accept Chatbot Payments.

Via Bio Link Pages

Go to the bio link page builder in the "Websites" section. In the settings of the "Payment" element, specify your deal name and the pipeline where you want to store it.

Learn more: How to Accept Payments Using Your Bio Link Page.

Via Websites

Go to the website builder in the "Websites" section. In the settings of the "Payment" element, specify your deal name and the pipeline where you want to store it.

Learn more: How to Accept Payments on Your Website.

Course Payment

Unlike with other payments, your contact and deal sources will be set to “Courses.”

Go to your course settings in the "EDU" section. Turn on the "Create a deal in CRM" toggle. Enter your deal name, and choose which pipeline and stage to save it to.

Learn more: How to Receive Payments on Your Course Website.

Chatbot

Set up automatic deal creation with contact data when a contact performs a certain action, for example, by clicking the "Submit order" button.

Go to the chatbot flow builder in the "Chatbots" section. Add the "Action" element, and select the "Create deal" action. 

Select a pipeline and deal stage — the pipeline and stage to place a deal card. Then, enter a deal name. You can also add a variable to the deal name to pass custom data.

Learn more: How to Use the "Action" Element: Create a Deal.

Click Apply.

Automation 360

Set up automatic deal creation with contact data after certain conditions are met, for example, following a link or receiving an event.

Go to the flow builder in the "A360" section. Add the "Action" element, and select the "Create deal" action.

Select the status of the deal — at which stage of the pipeline to place the deal card, and assign someone on your team to manage the client.

Learn more: "Action" Element in Automation 360: Create deal.

Click Apply.

Landing page

Set up automatic deal creation with contact data through a subscription form on your SendPulse landing page.

Go to the bio link page or website builder in the "Websites" section. In the settings of the "Forms" element, enter your deal name, and select a pipeline and a deal status.

Enter your deal name, and choose which pipeline and stage to save it to.

Learn more: How to Add a Subscription Form to Your Website: Creating Deals and Contacts in CRM.

You can also associate form fields to variables in CRM. To do this, select a form field and a contact or deal variable in CRM to save the value.

Click "Save and publish."

Subscription Form

Set up automatic deal creation with contact data through email service subscription forms.

Go to the form builder in the "Email > Subscription forms" section. Open "Form options" > "Form data and type," and turn on the "Add subscribers to CRM" toggle.

Learn more: How to Create a Multichanel Subscription Form: Form Data and Type.

Drag and drop the "Input" element. Enter the input field label, and select a variable from the mailing list where the transferred data will be saved.

Select the CRM contact variable where you want to save the transferred data.

Pop-ups

You can automatically create deals with lead data gathered using pop-ups.

Go to the pop-up builder in the "Pop-up" section. In the "Content" tab, turn on the "Create a deal in CRM" toggle. Enter your deal name, and choose which pipeline and stage to save it to.

Learn more: How to Create a Smart Pop-up: Set Up Additional Options.

Courses

Create courses to share your experience and knowledge with students. 

When a student registers for your course or asks a question on the registration page, their contact card is created in CRM. You can filter such contacts by the “Courses” parameter in the “Source” section. You can also view additional information about students’ course progress in the “Courses” tab.

When a student pays for a course, a newly created deal will be linked to their contact.

Learn more: How to Enroll Students in a Сourse.

API

Create deals with contact data automatically when integrating with an external service via API.

For example, you can use the "Create Deal" method to send information about a new deal after a certain event in another service.

Integration with other services

Create deals automatically using integrations with other services. After registering or ordering products, the integration will transfer the data about the user, deal details, and items.

To do this, go to the "Integration" section, and select the integration to configure.

Integration Use Efficiency Statistics

You can view your integration use efficiency statistics on the home page to see what other tools you can implement to grow your business.

To see which SendPulse services are in use and which are not, click the down arrow.

Last Updated: 22.11.2023