2 days
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
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Paul L. 7 days ago
Great job
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Paul A. 17 days ago
Great work once again
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Steve P. 13 days ago
responsive, communicative, - will use again
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Jesse R. 20 days ago
Great work.
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Kristian P. 13 days ago
As usual, excellent. Thanks
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Iain M. 16 days ago
Awesome
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Omar S. 25 days ago
Working with worker was a pleasure.He did a very good job.
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Paul O. 2 days ago
These guys are amazing. They have been great, the way they go about their work is impressive, they are very attentive. They respond to questions very quick and work with you till work is done or till you are happy with what they have done. Thank you!
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Dorothea F. 25 days ago
very helpful, patient and delivered the project exactly how I wanted it.
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Jonathan C. 15 days ago
Fantastic work as always. With a rapid turn around liter