Build and Document a Connected Website-to-CRM WorkflowBuild and Document a Connected Website-to-CRM Workflow
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A new inquiry is only the first step. The details still need to reach the right place so someone can act on them.
In my own Next Step Support setup, website intake connects to the CRM through Make. Building that connection means thinking beyond the form itself:
• Where should each answer go? • What needs a person’s review? • How will we test that the right record receives the information?
Those are useful questions whenever one process crosses multiple tools. Start with one clearly defined workflow, then build, test and document it.
That’s the focus of my Connected Workflow Build. https://contra.com/s/llBqggON-connected-workflow-build

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Connected Workflow Build by Robin Keeley

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The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started