All integrations

SalesDrive: a request from every form

A lead goes to SalesDrive at once with the product's name and price, the site's address and UTM tags.

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Sending leads to a CRM and to your own addresses is available from the Flow plan.

What goes to SalesDrive

The request is created through SalesDrive's request intake with your form's key.

BuyerThe name and phone from the order form.
ProductThe site's name and price. With a product ID set, the request is tied to a product from the catalog.
SiteThe landing page's address and the page the form was sent from.
CommentAnswers to your own form fields.
UTM tagsSource, medium, campaign, content and term.

You need the account name and the form key.

Get the form key
In SalesDrive: Settings, API, request intake.
Connect in Tersby
In Webhooks, choose SalesDrive and enter the account (for example, mystore) and the form key.
Send a test
The test creates a trial request in SalesDrive.
Bring statuses back
On the CRM statuses tab, create a link and paste it into SalesDrive: Settings, General settings and integrations, Other services, Webhook.

A product on the siteFor a request to be tied to a product from the catalog, connect SalesDrive in the site's settings and set the product ID.
Statuses are matched onceThe first time SalesDrive sends a status, choose what it means in Tersby.
If a lead didn't get throughTersby retries and messages you in Telegram. The lead itself stays in Tersby.
For all sites or for oneWith no site chosen, leads go from all the organization's sites.