Create a new contact based on information pulled from an original contact record. Add guests and other third parties as contacts easily without requiring them to fill out a form or opt-in manually.
- Keap or Infusionsoft
How It Works
Set Up Your Contact Fields
Create custom fields to store the guest's contact information. For example, "Guest First Name."
Create Your Form
Use the "guest fields" in your web form to collect the information you'll use to create the new contacts.
Start Collecting Contacts
Start collecting contact information with your CRM's form. PlusThis will create additional contacts for you automatically.