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

  • DPC Consultants Ltd 9 days ago

    Brilliant work again. Thank you!

  • John L. 8 days ago

    Yet another faultless job carried out by. Amazing people to work with all communications clear and concise and executed timely and precise

  • Mike N. 16 days ago

    Great as usual!

  • Erwan N. 23 days ago

    Another perfect job :-)

  • Levity Digital 7 days ago

    Great work once again!

  • Kashif H. 22 days ago

    Great Work again

  • Martin H. 5 days ago

    Quick, flexible and accurate. Good job

  • Paul O. 13 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!

  • Nuha W. 12 days ago

    Perfect work. Patient with the Costomer. Professional

  • Aaron O. 15 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

2 days
Contact the seller