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Automatically transfer all contact details from a web form to new contact with outlook quickattach?

Copper Super Contributor
Posts: 28
Country: United_Kingdom

Automatically transfer all contact details from a web form to new contact with outlook quickattach?

Hi,

Every lead we enter in our act database comes from an online web form with a number of fields (name, email address, company, country etc).

Currently the quick attach option within Outlook works well to create new contacts but it only copies the name and email address to the new at contact. Do you know of any way to transfer all of the contact information from the web form directly to act.

Currently the only option is for each new contact to manually enter the additional data.

I suspect this is more a function of the web form transferring data to outlook than specifically act related.

Regards

Jim

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Automatically transfer all contact details from a web form to new contact with outlook quickattach?

Can the web form product produce the results in an Excel or CSV formatted file? If yes, that file can be imported into the database.
Greg Martin
Sage
Bronze Elite Contributor
Posts: 2,548
Country: New_Zealand

Re: Automatically transfer all contact details from a web form to new contact with outlook quickattach?

Jim,

We have a free addon at www.freeactaddons.com that expands on ACT!'s utility to create a contact from an email in Outlook if that helps.You can choose your own ACT! fields to add to the layout rather than being confined to what ACT! provides.  

Graeme Leo
Xact Software - consultants and developers
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Copper Super Contributor
Posts: 28
Country: United_Kingdom

Re: Automatically transfer all contact details from a web form to new contact with outlook quickattach?

Hi Greg, Thanks but it is still a little cumbersome when compared to just click "Attach to Act" in Outlook - I think I will investigate whether there are any specialist forms which can handshake better with act - thanks
Copper Super Contributor
Posts: 28
Country: United_Kingdom

Re: Automatically transfer all contact details from a web form to new contact with outlook quickattach?

Hi I will check that out - but I think that Outlook is only picking out email and name from the webs form anyway - I thing it is the web form and Outlook that I need to investigate first - Thanks