Automations
Lead capture to CRM
Every lead from every source lands in one place, tagged and ready to follow up.
The problem
Leads from forms, ads, portals and email end up in different places, and some are never followed up.
How it works
- Lead sources are connected: forms, ads, email and portals.
- Each lead is cleaned up and de-duplicated.
- It's added to your CRM with source and tags.
- The right person is notified.
- A weekly digest shows leads by source.
Tools
Built with the tools below, connected to the ones you already use.
See it for your industry
How the lead capture flow works for each type of business it suits.
Want this for your business?
Send me a message with how you work today. I'll reply with what I'd build, what it costs and how long it takes.
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