2 days
Automated lead transfer (From website) 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
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Amit C. 22 days ago
Excellent workby
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Paul A. 29 days ago
Great work once again
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Jasper T. 6 days ago
Great work as usual, will continue working with
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Kieran C. 26 days ago
Ok at design but said that he would do a wholesale site for. He didn't really know anything about setting up a wholsale site. Very disappointed.
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Jesse R. 4 days ago
Great work.
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Kristian P. 7 days ago
As usual, excellent. Thanks
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Iain M. 2 days ago
Awesome
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Musanaph A. 1 days ago
Fantastic, thank you for your support, advice and effort. Highly recommended.
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Erwan N. 21 days ago
Very good job and quick service !
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Dorothea F. 29 days ago
very helpful, patient and delivered the project exactly how I wanted it.