Connecting the Dots of Your Website and CRM

The SaaSy OBM

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:

• Transitioning to an All-in-One CRM
• Connecting Website and CRM
• Optimizing CRM Setup

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