Automation
Let the CRM do the routine work.
Automations
Rules and workflows
CRM forms
Web forms that create records
- Create a CRM formBuild a form for your website, ads or messages from the CRM's own fields; every submission lands in the CRM.
- Choose what a form createsMake each submission a lead, or a contact with a company and a deal, and decide what happens when the customer is already in the CRM.
- Publish a form and see submissionsShare a form as a link or QR code, put it on your website in five ways, and see every submission and what it made.
Lead sources
Facebook, Instagram and more
- Lead sources overviewBring leads in by themselves from Facebook and Instagram ads, Google Ads, IndiaMART, your website and other apps.
- Connect Facebook and Instagram lead adsSign in with Facebook, pick your Pages, and leads from their lead forms arrive in the CRM within seconds.
- Choose forms and match their questionsPick which of a Page's lead forms send leads, say which CRM field each answer fills, and give a form its own settings.
- Bring in missed Facebook leadsFetch lead ad leads from the last 90 days that never reached the CRM, without making duplicates.
Guardian
Reminders for leads nobody touched
Marketing
Campaigns to many people at once