How Websites Connect with CRM Forms and Events

This course reviews how CRM widgets integrate with Neon Websites pages.

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About this course

This course reviews how CRM widgets integrate with Neon Websites pages. It explains how to create dynamic pages in Neon Websites, connecting data between Neon CRM and Neon Websites for automated updates. It also shows how to link forms from Neon Websites to Neon CRM. Note: This course does not provide training on how to perform tasks in Neon CRM.

Learning Objectives:

  • Create dynamic pages with connective data in Neon Websites
  • Sort, filter, and customize the look of connective on your website
  • Describe how Neon Websites interacts with forms created in Neon CRM
  • Demonstrate how to use CRM-integrated widgets in Neon Websites

Curriculum

  • Welcome Video
  • Course Introduction
  • Dynamic Pages Overview
  • Lesson 1: Dynamic Pages Overview
  • Linking Forms from CRM to Your Website
  • Lesson 1 - Watch It: Linking Forms from CRM to Your Website
  • Lesson 2 - Practice It: Linking Forms from CRM to Your Website
  • Lesson 3 - Create It: Linking Forms from CRM to Your Website
  • Creating Dynamic Pages
  • Lesson 1 - Watch It: Creating Dynamic Pages
  • Lesson 2 - Practice It: Creating Dynamic Pages
  • Lesson 3 - Create It: Creating Dynamic Pages
  • Using the Neon Event Widget to Connect Data from Neon CRM
  • Lesson 1 - Watch It: Using the Neon Event Widget to Connect Data from Neon CRM
  • Lesson 2 - Practice It: Using the Neon Event Widget to Connect Data from Neon CRM
  • Lesson 3 - Create It: Using the Neon Event Widget to Connect Data from Neon CRM
  • Conclusion
  • Review
  • Resources
  • Good Bye!

About this course

This course reviews how CRM widgets integrate with Neon Websites pages. It explains how to create dynamic pages in Neon Websites, connecting data between Neon CRM and Neon Websites for automated updates. It also shows how to link forms from Neon Websites to Neon CRM. Note: This course does not provide training on how to perform tasks in Neon CRM.

Learning Objectives:

  • Create dynamic pages with connective data in Neon Websites
  • Sort, filter, and customize the look of connective on your website
  • Describe how Neon Websites interacts with forms created in Neon CRM
  • Demonstrate how to use CRM-integrated widgets in Neon Websites

Curriculum

  • Welcome Video
  • Course Introduction
  • Dynamic Pages Overview
  • Lesson 1: Dynamic Pages Overview
  • Linking Forms from CRM to Your Website
  • Lesson 1 - Watch It: Linking Forms from CRM to Your Website
  • Lesson 2 - Practice It: Linking Forms from CRM to Your Website
  • Lesson 3 - Create It: Linking Forms from CRM to Your Website
  • Creating Dynamic Pages
  • Lesson 1 - Watch It: Creating Dynamic Pages
  • Lesson 2 - Practice It: Creating Dynamic Pages
  • Lesson 3 - Create It: Creating Dynamic Pages
  • Using the Neon Event Widget to Connect Data from Neon CRM
  • Lesson 1 - Watch It: Using the Neon Event Widget to Connect Data from Neon CRM
  • Lesson 2 - Practice It: Using the Neon Event Widget to Connect Data from Neon CRM
  • Lesson 3 - Create It: Using the Neon Event Widget to Connect Data from Neon CRM
  • Conclusion
  • Review
  • Resources
  • Good Bye!