Functionality is available in RedView CRM that allows integration with third party forms and “bots” to collect ad hoc information as one of the follow up activities.
In the example below a link to the Typeform product is used, which has a scripted set of lead qualification questions, that are presented to the operator to collect ad hoc information that is not captured in CRM. Note that this is an example only, any tool that can be invoked via a URL link can be used.
Selecting “Qualify Lead” as the action and saving, will open target form/bot in a new browser tab and log that activity against the enquiry on the activity tab.
To configure the follow up activity option go to Configuration > Lookup Lists > Enquiry Follow Up Action.
Define the Name, Notes and Actioned Description for the activity.
Select the System Action type of Call Form
Enter the URL that should be called when that activity is selected.
The RedView Team