Integrating Lead Generation Forms with Your CRM System

The buying process has changed, and marketers need to find new ways to reach buyers and get heard through the noise. Instead of finding customers with mass advertising and email blasts, marketers must now focus on lead generation and capture interest in your business.

Lead generation is an important stage in the sales funnel, as strangers who show curiosity about your business is good potential customers. A lead is generated when a person provides contact details in exchange for an offer such as a coupon, a job opportunity, or a piece of content. This is your first point of contact.

How to capture leads?

Create a lead generation landing page is the first and necessary action to capture leads. we will explain how to make a good lead generation landing page by Radvi Web Form, but now we assume your page is ready and explain capture lead ways:

Social Media

Social media is definitely on most business owner’s radar, especially with the incredible number of people who are on social platforms like Facebook, Twitter, and other social sites. While social media can be a time-consuming lead generation technique, it can also help you connect on a deeper level with potential customers. You can invite people to visit your lead generation form on social media.


Blog content helps build trust within your target market. Building relationships with leads and customers is a vital part of increasing conversion rates and influencing repeat sales. Blogging for business is a great way to build trust within your target market and work to support and grow these customer relationships. Use of your lead generation form link on your blog post. this technique increases the conversion rate.


Even with all of the new marketing technologies and tactics available to us, it’s still the simplest–email marketing, that remains most effective.
This fact illuminates consumers familiarity and comfort with email, and additionally the universality of this marketing medium. It is a good technique to share your lead generation form like order request directly via email.

Instant messaging apps and site live chat

We’re always looking for better ways to get in touch with our prospective customers. But very few have tapped into the power of chat for lead generation. Online chat can help you feel out the interest level of a visitor, and qualify whether it’s a lead that should even be passed on to your sales team at all. It is better to get the visitor information via a lead generation form when you are chatting with it.

How to make a lead generation form?

Radvi Web Form is an add-in for Microsoft Dynamics CRM. The following steps will guide you in creating a web-facing form that creates lead records within CRM upon submission. This will require a Dynamics CRM System and Radvi Web Form add-in (Free Download).

  1.  Create a new quick form for the existing entities or use of already made quick form
  2.  Select your form in pretty good Radvi add-in
  3. Preview your form and Publish it
  4. You can share your file URL everywhere that you want

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