Module 06: CRM Sync for Captured Leads — Microsite Generator 2.0

Every form submission on a microsite should automatically flow into your CRM as a new contact or lead. This module covers how to configure and verify the sync.

How form-to-CRM sync works

Visitor submits form on microsite
Platform receives submission
System checks CRM for existing contact with same email
If found: updates existing record with new form data and adds activity note
If not found: creates new Contact/Lead in your CRM
Webhook fires: contact.form_submitted for any external integrations

Configuring which CRM object receives submissions

Microsite → [Page] → Form → CRM Sync → Settings:

Select destination: Contact, Lead (Salesforce), or Person (Pipedrive)
Map form fields to CRM properties
Set the default pipeline stage for new records
Configure deal creation (optional — creates a Deal/Opportunity on submission)

Sequence auto-enrollment

After form submission, automatically enroll the contact in a nurture or follow-up sequence. Microsite → [Page] → Form → On Submit → Enroll in Sequence. Select the sequence and starting step.

Response speed matters. Contacts who receive a follow-up email within 5 minutes of form submission are 9× more likely to engage. Auto-enrollment with a pre-built sequence handles this automatically.

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