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Automate Lead Form + Cleverreach E-Mail Newsletter + Zoho CRM System
Objective:
Develop an integrated automation solution to streamline lead capture and enhance marketing efficiency by connecting Zoho Forms with CleverReach email newsletter services and Zoho CRM.
Workflow Details:
When a new lead submits their information through Zoho Form, an automated workflow activates immediately.
Two simultaneous processes are triggered:
The lead is directly created in the customer’s Zoho CRM under the Lead Module for effective lead tracking and management.
The lead data is seamlessly transferred to CleverReach, enrolling the new lead into the client’s email newsletter campaigns without any manual intervention.
Results:
This automation has significantly optimized lead processing time, reduced manual workload, and ensured consistent and accurate data handling across platforms, enhancing the client’s marketing and CRM efficiency.
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