Integration of the form with CRM: requests from the website

Applications from the website do not always end up in CRM, and this is the main drain on money for businesses in Tashkent. A feedback form, landing page or quiz sends the lead to email or a general Telegram chat, where no one understands it in a timely manner. Integrating a form with CRM removes the manual step: the application immediately becomes a deal, falls on the manager and goes into work. Below we will look at how it works in Taska and what you get in practice.

Why are applications lost from the site?

A typical picture: the form sends a letter to a common mailbox, and it is checked once a day. At the same time, some of the requests go to the Telegram group, where the messages are drowned in correspondence. Managers do not understand whose application this is and who should respond, so the client waits for hours. Added to this is the main blind spot - it is not clear which page or advertising channel actually brings in hits and which ones waste the budget.

What does form integration with Taska provide?

An application from any form - on a website, landing page or in a quiz - automatically creates a deal in the funnel with a contact and a source. The system immediately distributes it to the responsible manager according to the rules, sends a notification and sets the task to “contact the client.” The source is recorded automatically, so you can see where each lead came from. There is no need to copy anything by hand - the data comes to CRM ready-made.

• An application from the form becomes a deal in the funnel in seconds
• Contact, phone number and customer comment are automatically pulled up
• The lead is distributed to the manager according to the department rules
• The manager receives a notification and a task to contact
• The source of the request is saved for channel analytics
• Not a single request is lost in mail or chat

Response speed and conversion growth

The speed of the first contact directly affects sales: those who respond earlier are more likely to close the deal. When an application is instantly sent to the manager with a reminder, the client is called back within minutes, and not the next day. For a business in Uzbekistan - an online store, dentistry, construction company or agency - this means more leads converted to payment with the same advertising budget. A connection with telephony, Telegram, Instagram and WhatsApp collects all requests into one funnel.

How to connect and link with advertising

The connection is simple: a webhook or small code is added to your form on the website or landing page, and requests begin to go directly to Taska. Next, each lead is tagged with a source, which directly connects with end-to-end analytics - you can see which campaign and page are bringing in deals and what the return on advertising is. The implementation is done on a turn-key basis: setting up the funnel, distribution rules and integration of forms is undertaken by the team, usually as part of the MVP launch within 14 days.

Let's collect applications into one funnel

Do you want requests from the site to stop getting lost and go straight to work? Leave a request for a free consultation - we will analyze your forms and advertising channels and show you how to set up integration with Taska for your business in Uzbekistan.