Create CRM contacts from new form entries
Every time someone fills out a form, the system will automatically create a new contact in a CRM.
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Here is our 5-step process for turn-key automation:
- We assess your needs and verify that the automation does what you expect.
- We map out the systems you currently have in place, and identify any additional needs.
- We send you a proposal for implementation.
- We implement the automation.
- We provide documentation and training for the automation.
Lead generation from website forms
Automatically capture leads from website contact forms, demo request forms, or event registration forms, ensuring no potential customer is missed and enabling prompt follow-up.
More automations for this use caseCustomer support ticket creation
Streamline customer service by automatically creating new contacts and support tickets in the CRM from customer support forms, improving response times and issue resolution.
More automations for this use caseEvent registration management
Simplify event management by automatically adding attendees to the CRM as contacts upon form submission, facilitating communication and post-event follow-up.
More automations for this use caseSurvey data collection
Easily collect and organize survey responses by creating new contact records in the CRM for each survey submission, enabling efficient data analysis and segmentation.
More automations for this use caseFeedback management
Centralize customer feedback by creating a contact from any feedback form, allowing for easy tracking and categorization to improve customer satisfaction.
More automations for this use case