CARET Legal's CRM feature allows you to have leads created for you directly through your website. When a prospective client fills in their information through your online form, their details will automatically show up in Zola CRM.
If you have a WordPress website, you can find more details here.
If you would like to manually add our webform to your website, please use the following guidelines:
- Your token can be found within the CRM Options section of your Zola Suite Account, or by contacting Support.
- First name and last name are required on the form without them the record will not go through
To Validate Token:
parameters: Token (STRING)
return: boolean whether token is valid
To Submit Lead:
parameters: TOKEN (STRING)
VisitorHistory (List of object containing VisitorType (INT, 1=Company, 2=Person), Url (STRING), VisitedDate (DateTime), and TimeSpentOnPage (String))
Example external lead submission using jQuery Ajax call:
'Message': 'In need of lawyer asap'
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