Integrating SquareSpace with CRM ...

Purely CRM has been using Microsoft Dynamics CRM from its' beginning to manage their customer relationships, leads, and opportunities.  A recent addition that has been done is the integration of their website, hosted by SquareSpace, with the CRM to manage incoming leads.

Alan Ashton, Solutions Architect for this functionality, comments ...

"The idea was to leverage the power of Dynamics CRM with the ease of use of SquareSpace.  The website leads are now sent to Dynamics CRM and Dynamics CRM creates the lead inside its' system with the relevant fields from the original website contact filled in on the lead.  This means that there is no longer a need to manage the leads in multiple places (i.e., once on the website and then another time in the CRM).

On Architecting the Solution ...

Although the solution built is using SquareSpace and Microsoft CRM, the solution was architected in a manner that could bring over the leads from any form of website.  The intent was not to limit the solution to SquareSpace, but to build an all encompassing solution.

Email Purely CRM if you'd like to know more.