New Forms API now live

By Geoff
Jan 19 2012 read

One of the strengths of Accelo is the fact it is so tightly integrated - you bring a new, prospective client into the front end, and you're able to manage all of the sales, work, support and billing for that client in one, central place.

However, some of our clients have been asking to make it even easier to get clients into that front end. 

  • Wouldn't it be nice to have an enquiry form on your website create a new company/contact in Accelo, saving you and your team time in entering data?
  • Wouldn't it be nice if someone can fill in an online enquiry form and have a new prospect/opportunity created in Accelo?
  • Wouldn't it be great if you could have the same flexibility and customization that Accelo gives you - with custom fields, notifications and file uploads - in these online forms?

The new Accelo Forms API gives you all of this and much more. With the Accelo forms API, you can construct forms on your own website or websites, and when users fill in the form details they can be pushed across into Accelo, instantly. You can configure notifications - so that your staff get an email letting them know about the new submissions - and submissions can handle all of the custom segmentation and profile fields, as well as file attachments, and all you need is a little help from your web developer or CMS to create a simple web-form - and Accelo will do the rest.

For an example of a great web form in action, check out Accelo client the Angel Group. This innovative recruiting practice uses the Accelo Forms API to capture lots of key information about jobseekers and prospective clients; to get a sense of the power and flexibility of the Forms API in action, check out their Applicant Registration Form.

For more information on how to use the new Forms API, check out our extensive help site.

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