How do I capture contacts automatically into the Clickmax CRM?
Add a form to a Clickmax page or funnel. When someone fills it in and submits, the contact is saved automatically in the CRM — no external integrations needed.
- Create a page or funnel and add a form.
- Publish the page.
- Every submission creates (or updates) a contact in the CRM automatically.
Related
If it didn't work
- The contact doesn't show up: confirm the page is published and that the form was submitted successfully. See Forms.
- You want to bring contacts over from another tool: use Import contacts.