Sales · Some setup
Send website leads to the CRM and alert sales
A lead who fills in a contact form expects a fast reply. Adding them to the CRM and telling sales at once makes a same-day reply the norm.
Software used
Your website form
Has a free plan
Has a free plan
What happens
When
Someone submits the contact form on your website.
Then
- A contact is created in your CRM with the form answers.
- A message with their details goes to the sales channel.
- Optionally, a follow-up task is created for the owner.
How the tools connect
Through an automation tool such as Zapier, Make, n8n or Power Automate, which watches for the event in one app and acts in the other.
Set it up
In your automation tool, start with your form tool's "new submission" trigger.
Add a step that creates or updates the CRM contact, matched on email.
Add a step that posts a short message to the sales channel.
Submit a test form and follow it through both tools.
Menus change, so these steps say what to do rather than where to click. Each company's help pages have the current screens.
Watch out for
- Check that both apps are supported by your automation tool before you start. Support and the events available differ between Zapier, Make, n8n and Power Automate.
- Match on email so repeat visitors don't create duplicate contacts.
Track these tools in My stack
Add the software you pay for and see which automations you can set up with it.
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