Contact Us (LionO360)

The Contact Us plugin for LionO360 CRM allows website visitors to easily contact the website owner or company through a customizable contact form or email. The plugin syncs the information from the Contact Us page to create a new lead or helpdesk ticket in LionO360 CRM. 

This plugin includes features such as customizable fields for the visitor's name, email address, and message, as well as the ability to set up automatic responses or notifications to be sent to the website owner when a message is received. It also allows website owners to add, update, and map fields from the admin panel. 

The plugin can automatically capture and store contact information, making it easy to keep track of customer inquiries and respond in a timely manner. Additionally, it offers a variety of customization options, such as the ability to add custom fields and set up automatic responses. The plugin also allows to collect information as Sales lead, or Help desk ticket. 

Features 

The Contact Us plugin for LionO360 CRM offers the following features: 

• Customizable fields for the Contact Us page, which can be added, updated, and mapped from the Admin Panel. 

• The ability to collect contact information as Sales leads or Helpdesk tickets. 

• Direct syncing of Contact Us information to existing leads or accounts in LionO360 CRM. 

• Customizable email notifications, with different formats available. 

• Centralized record keeping, with timestamps for each contact. 

• Automation of lead generation and helpdesk ticket processes, in sync with LionO360 CRM. 

Installation steps 

• Download the Contact us plugin from our store “URL”  

• Go to Administration → Configuration → Local plugins 

• Upload the .zip file using the "Upload plugin or theme" button 

• Go to Administration and reload the 'list of plugins'. Install Contact us Plugin  

• To make the plugins functional, restart the application 

Configuration

Go to Admin → Plugins → Contact Us → Configuration 

• Go to Configuration/widgets-lists – Enable Contact us widget 

• Enter the LionO360 API Configuration Information 

• Enter the Mail confirmation template for Sales and Support 

• Enter configuration message for Confirmation email 

• Enter View Form information to setup contact us form, Field mapping with LionO360 

• To check the Contact us submitted records “View contactus submission list