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Wordpress form with automatic email when completed? Is it possible?
Anyone?
Wordpress form with automatic email when completed? Is it possible?
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
Leads, Companies, Contacts... HELP!?!?, Trying to figure out a process that will work for us
Thanks.  That does help.
Leads, Companies, Contacts... HELP!?!?, Trying to figure out a process that will work for us
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?
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