ModuleForms & web
Your website feeds the same records.
Keep the forms your site already has and send their submissions to your organization, where each one is matched to a contact or creates one. Cookie-free analytics counts your visitors and where they come from, and embeds put live data from your records on any page.
Forms, analytics and embeds.
Forms, web analytics and embeds come with Pro and above. Switch Marketing on in Settings > Billing > Products.
Forms on your own site
Your site's form posts its fields to your organization. A submission with an email or a phone is stored first, then matched to a contact, or becomes a new contact. One with neither is refused, so your site can ask the visitor for one.
Held, not doubled
A submission that only looks like an existing contact is held for someone on your team to attach, so no one is entered twice.
A deal and a note
Each submission can open a deal from a title you set, and leaves a note with the submitted fields on the contact. A workflow can start on it too.
Cookie-free analytics
One script per site for visitors, sessions, pages, sources, devices and countries. When a form carries an email, that day's visits and the traffic source attach to the contact.
Embeds
Live data from records you choose to publish, such as a product list with prices, on any website: a script tag, or JSON and HTML from one address. A changed record shows on the next load.
The Agent reads the traffic.
It answers questions about visits and sources from the same analytics, and sets up forms, tracked sites and embeds when you approve.
analytics.Answers questions about visitors, sources and pages.Runsquery webform.Sets up a form and what each submission creates.Asks unless Full autonomysave tracking.Adds a website to track.Asks unless Full autonomysite. save embed.Saves an embed and the records it may show.Asks unless Full autonomysave
Each square is a mode, left to right: Ask every time (the default), Auto inside the organization, Auto including replies and Full autonomy. A filled square means the Agent runs the tool in that mode without asking.
Visitors become records you can work with.
- CRMA submission becomes a contact with a note and, if you choose, a deal.
- WorkflowsA workflow can start when someone submits a form or visits your site.
- Reports & dashboardsWebsite is a report source: visitors, sessions, pageviews and time on site.
- Objects & dataAn embed shows only the object types an admin opened for embeds.
What reaches the web, and what never does.
- An embed shows only object types an admin opened for embeds, only the fields its block names, and never personal data.
- A form bound to a site answers only that site. Past 60 submissions a minute, they wait in a queue and are filed within five minutes.
- Analytics stores no IP address, no user agent and no ad click values, and visits from different days cannot be linked.
- Every submission is stored as received before anything else happens to it.
What shipped lately.
All changesA form builder in the product
Build a form in SalexHub, then share its link or paste one line into your own site.
Website form submissions become contacts
Keep the form you already have and send its submissions here: each is stored as received and becomes a contact, and it can open a deal or start a workflow.
Web analytics without cookies, linked to contacts
A small script shows visits, pages and traffic sources without cookies or stored IP addresses, and once your site names a visitor by email, that day's visits land on their contact.
Live CRM data on your own website
Show live records, such as a catalog with prices, on a site you host, as a ready HTML snippet or as JSON for your developer.
One platform for the whole business.
Every module works on the same records, and the Agent works on them with your permissions.