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Just wondering if anyone knows if there is a way I could set up a lead capture form on my wordpress website that when submitted A) imports their data into Bitrix24 CRM and B) sends the user an email with a pdf attachment? For the purposes of this question, please assume I am a technological moron.
Edited: Frank Horbelt - 06/19/2015 21:51:31
Okay, I am brand new to CRM, but ready to start kicking ass and taking names. I have a CPG (Consumer Packaged Good) that I want to sell to retailers on a wholesale basis. I have collected a list of company names, some addresses and emails, and phone numbers. I need to cold call these businesses and tell them about our products.
I imported the data I had. I tried to import the list as "Leads" but that failed because I did not have contact names. So I imported them as Companies. Now I can go down the company list and make phone calls, but when I find who I need to talk to, I have to start all over again with the manual data entry to create a new lead.
Can someone explain how I SHOULD be doing this and/or how I can simplify this process?