Search results by user ID 6258

Re: Customers auto-create invoice during web-to-lead submission

Alfredo1400 — Thu, 06 Feb 2014 15:33:04 GMT

Thanks for your reply. I made a web 2 lead that forwards the customer to the portal registration page upon submission. once they create an account they cans elect the classes they want and iupon submission it will automatically generate an invoice and auto populate their name adress and other credencials. However I am still looking for a simpler way around. I was hoping that by lyncing the original form wufoo registration form to method through webhooks, i could auto create the contact, lead, opportunity, and invoice. and they should probobly away to lyync the transaction as well if method does infact have the ability to use webhooks. And if they dont pay the invoice would still be created they would just have a pending balance that they could pay at a later date through the portal registration page.

Customers auto-create invoice during web-to-lead submission

Alfredo1400 — Fri, 31 Jan 2014 13:27:01 GMT

I have a school that sells prep classes. The way I currently have them enroll in classes is to fill out this wufoo form ( https://gabrielhealth.wufoo.com/forms/z7x3p3/ ), which conveniently also has the capability of adding up a price total and collecting online payments. This information is then sent via webhooks into the CRM. This makes registration process extremely easy. I want to know if it is possible to also use webhooks to auto create invoice and link it to the customer during checkout and adjust the balance dependign on how much the student paid if anything. I would also ilike it to create an opportunity. The most important thing for me would be if it could register as a lead, however in the scenario where the student make a payment they regsiter as a customer contact instead. (The form will still submit even if the customer doesn't submit payment.)

I know its alot but It would make the sales process really amazing. However an alternative that could be potencially even better is if I could do all these functionallities with Method web-to-lead form. This way things would be in even better sync and I could save on the wufoo subscription.

Re: email thru method

Alfredo1400 — Fri, 31 Jan 2014 13:02:51 GMT

I was having some trouble too. Try using the information below. Let me know if it works.

Server Adress: smtp.gmail.com

Username: (type your full email adress here)

Password: (Double check that you are using the correct password too)

Port: 587

Use SSL?: Yes