Requests via website

Process website requests directly entering 4planning

Link the forms on your website to 4planning and automatically receive every new request in the app. All entered data will be in the right place immediately, allowing you to respond quickly and convert the request into a customer, task, quote, or project without any duplicate data entry.

Sinds 2016 gebruikt door meer dan 200 organisaties.

From filled-in form to direct succession

Prevent requests from getting stuck in a inbox or needing manual handover. By linking your website to 4planning, every request comes in centrally and your team can immediately take the right follow-up steps.

Senn Friesen
Account manager

All for a quick and
clear Application processing

From initial contact via your website to final execution: 4planning helps you process every request in a structured way. You can see what has been requested, who is responsible, and what follow-up step is needed.

Link website forms

Link existing contact, quote and enquiry forms to 4planning.

Receive requests automatically

Every completed application automatically appears in one central overview.

Full data transfer

Receive, among other things, names, contact details, address details, subjects, questions, and messages.

Assess applications

Assess directly what the applicant requires and determine the correct next step.

Appoint responsible employee

Assign a request to the colleague who will handle it further.

Create a customer directly

Easily convert data from an application into a new customer profile.

Offers or start project

Create a quote, task, or project directly from the request.

Grip on succession

Keep an overview of new, ongoing, and completed requests and prevent anything from being overlooked.

Receive all Website requests directly in the app

Forms on your website can be connected to 4planning via a simple API or webhook integration. As soon as someone fills in a form, the data is automatically forwarded and the request appears directly in the app. This means you are no longer reliant on separate emails and don't need to manually transfer information.

You decide for yourself which fields from the form are sent, such as name, company name, email address, phone number, address, desired date, subject, and explanation. From 4planning, your team can then assess, assign, and directly convert the request into a customer, quote, task, or project. This creates one clear workflow from the initial website contact to further execution.

Get insight into your results Website requests

See how many requests come in via your website, which topics are chosen most often, and how requests are followed up. Easily filter by period, status, form, or responsible employee and discover where most opportunities are coming from.

You can immediately see how many requests are new, in progress, or completed, and how many have been converted into customers, quotes, or projects. This gives you more control over your follow-up, helps you recognise trends, and enables you to focus on increasing conversion rates.

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4planning, since 2016.

Since 2016, 4planning has been helping organisations to more intelligently manage customers, processes, and communication. Based on years of practical experience, we continue to improve and expand the platform.

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Frequently Asked questions

How do website requests come into 4planning?

Your website form will be connected to 4planning via an API or webhook link. After submission, the entered data will be automatically added as a new request in the app.

Can existing forms be linked?

Yes, in many cases, an existing contact, quote, or enquiry form can be linked. The precise possibilities depend on the website system and the form module used.

What data can be forwarded?

You can send various form data, such as name, company name, e-mail address, phone number, address, desired date, subject, and the applicant's message.

Can I continue working directly from a request?

Yes. From an incoming request, you can use the data to create, for example, a customer, task, quote or project.

Will I also receive the request by email?

This depends on the website form's settings. The request can come into 4planning while you continue to receive an email confirmation.

Is technical knowledge required to make the connection?

Setting up the API or webhook integration typically requires a one-off technical configuration. Once provisioned, new requests are forwarded entirely automatically.

Process website requests directly entering 4planning

From filled-in form to direct succession