AI Agent for automated lead transfer in CRM using Zapier

About this ad

Automatic lead addition in Zoho CRM By transferring details of website visitors using Zapier.

Scope: This aims to set up an automated workflow where visitor data from the website's contact or sign-up forms is captured and transferred to Zoho CRM. This eliminates the need for manual data entry, ensures real-time lead creation, and helps the sales team respond promptly.

Features:

Zapier Integration: Zapier will serve as the automation tool, connecting the website form with Zoho CRM. Each form submission will trigger the lead addition process.

Data Flow: When a visitor fills out the form, Zapier automatically captures the data (such as name, email, and contact details) and sends it to Zoho CRM.

Real-time Updates: New leads will be created in Zoho CRM instantly, and the sales team will be notified of new entries in real time for quick follow-up.

Custom Mapping: Lead data will be mapped to specific fields in Zoho CRM, ensuring correct categorization and easy tracking.

Expected Outcome: This project automates lead entry, reducing errors and response times, and allowing the company to focus on conversions.

About the seller

Reviews on the ad

  • Francis Q. 25 days ago

    Outstanding work, thanks..

  • Justin A. 16 days ago

    Very prompt, understood the concept immediately and will certainlyy work with him again

  • Levity Digital 27 days ago

    Great work once again!

  • Antony E. 18 days ago

    Excellent, exactly as requested.

  • Iain M. 5 days ago

    Awesome

  • Nuha W. 18 days ago

    Perfect work. Patient with the Costomer. Professional

  • Conner S. 11 days ago

    great work recommend always available to assist will continue to work close with

  • Erwan N. 24 days ago

    Very good job and quick service !

  • Dorothea F. 1 days ago

    very helpful, patient and delivered the project exactly how I wanted it.

  • Aaron O. 7 days ago

    Absolutely amazing work, great time and effort put into our project. Continued a good length of time and the support and quality offered was amazing. Highly recommend and any website work I will ever do I will do with Vishal!

Order details€50

3 days
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