Form-to-CRM Automation (Leads → Assignment → Tracking)
Starting at
$
150
About this service
Summary
I automate the full journey from form submission to CRM tracking, so leads are captured, routed, and followed up automatically.
No more missed leads, delayed responses, or copy-paste work. Everything flows from your forms into your CRM or tracking system in real time.
Perfect for sales teams, agencies, and service businesses.
What's included
1️⃣ Automated Lead Flow
Forms connected to CRM or tracking tools with clean data mapping.
2️⃣ Lead Assignment Logic
Auto-assign leads by rules (team member, status, source, priority).
3️⃣ Lead Tracking Structure
Clear pipeline or board to track progress and follow-ups.
Duration
1 day
Industries
Business Management
Advertising
E-Commerce