05-28-2008 08:50 AM
I recall an Add-On tool available whereby an XML form was filled out by a visitor to the web site, the data was exported in a delimited file and sent a predefined email address where a new record would be automatically created (and added) to the defined ACT dbms.
We want to code the FORM so that (based on zip code) the exported data would be sent to the appropriate sales rep.
Any pointers would be appreciated.
05-28-2008 12:49 PM
I am using Web Prospect available at Northwoods Software. Folks fill out a form on my website and it emails to a specific account. Web Prosect downloads that email (or emails) from outlook and creates a new contact.
Within ACT you could set up dynamic groups to assign contacts to different sales reps based on zip codes.
05-30-2008 09:45 AM