Capture Leads from Your Website to Act! with vCita

Create an easy "Call to Action" button on your website with vCita and Act!.   With Act! Connect (v18 Premium+) and Zapier, you can get contacts from your website right to Act! without hiring a custom coder.  The widget you see below demonstrates vCita in action.

As you can see on this page, I make it easy for a reader to contact me with the vCita widget on the bottom right of this page.  The widget makes it easy for a prospect to ask for help by phone or filling out a form.  Then, the contact goes into Act! without re-keying it.  Here is a typical setup:

System Requirements


  1. Create the vCita account and acquire the API Key
  2. Install and customize the Livesite widget from vCita into your website.  vCita works with Wordpress, html, Constant Contact, Weebly, Wix etc.
  3. In Act!, find the Web API URL
  4. Create a Zapier account
  5. In  Zapier, create the script (aka Zap) from vCita -> Act.  The script would be a new client from vCita becomes a new contact in Act!
  6. When new leads arrive from vCita, you will be e-mailed a notice and it tells you which page on your website was used as shown here.

Now you can track which pages on your site are effective and get the leads into your Act! database quickly.  Contact us if you want us to set this up using the widget on the bottom right of the page.


Avoid These 5 E-Mail Marketing Mistakes

Citing a columnist for The Huffington Post, we tell our clients to avoid these problems:

  1. Create periodic changes in graphic design
  2. Focus on one message per email
  3. Balance text with graphics
  4. Clean out the bounced addresses from the mailing list
  5. Acquire help from a writer.  We found sites like upwork, oDesk and Fiver can help at a pretty good price.

Automate Marketing in CRM - First Step

Automating Marketing with CRM allows you to:

  • Reach the hundreds of contacts you cannot call today
  • Build brand awareness
  • Ensure marketing gets done without daily manual intervention

Before any tool is implemented, the first thing to do is segment your database by industry.

Here are some screenshots of various systems. You can change these highlighted choices quickly as you finish each conversation with a client.  As you send more targeted campaigns, open and read rates will increase.  Here is our evidence from our campaigns.

Act! Example:
Act! Database Customization Example

Salesforce Example:
Salesforce Customization Example

Zoho Example:
Zoho Customization Example