Learn more about how MeshiCRM works for you.
Sure! We're happy to help. As both users and creators, we strive to make the process as easy as possible.
To get started all you really need to do is click the Join Now link and follow the prompts to connect your account. From there, Notion will take the reigns and the process is pretty straightforward. Learn more about Notion Connections.
You will be prompted to install our custom Starter Template as your CRM during the connection process. This template is a customized version of Notion's Sales CRM Template. containing additional fields. However, if you'd like to use your existing CRM page/database, you're welcome to. Learn more about customizing your existing Notion CRM.
Upon connecting to your Notion account and returning to MeshiCRM, you will be provided a custom JavaScript code snippet to use on your website. This works the same as tracking scripts like Google Analytics and Facebook. To install, simply paste the script in the head on your website, just before the closing HEAD tag. You can also use TagManager, or if your website is powered by WordPress, plugins such as WPCode, Code Snippets, etc. to embed the snippet to your website. If you're unsure about this process, you should consult your website developer or development agency.
Once installed, the widget works by creating a cookie with a unique ID within your user's browser the moment they land on your website. Once created, website activity is tracked and assigned to that ID. No data is sent to your CRM until the user becomes "known". For a user to become known, they must voluntarily do something on your website where they provide additional information. As of right now, this is usually by filling out a form. Once a user submits a form, that data is sent to Notion and stored in your CRM page along with relevant page visit data and lead score.