How can we embed Autochart data into our own enquiry email templates?
It's likely that your website sends out new lead notification emails to your sales team as soon as a prospect submits and enquiry from your site.
We can offer an integration solution to embed Autochart profile data directly into these emails. The benefit of this is that your sales reps can instantly see a fuller picture on their new lead without needing to go into the Autochart portal to view it.
See the screenshot below for an idea of the data which can be added to the end of your enquiry emails:
This does require some development work on behalf of your website provider, but our development team is happy to support them with any queries they have.
Technical details on how to implement this integration can be found here.