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1) Embedded form filled on website

2) Confirmation email with next steps, additional info

3) Lead added to CRM denoting website as the source.

4) Round robin lead to representative

5) Task added to follow up with lead by email

6) Slack message that new lead generated

And just like that, a simple inter-application automation from website -> email -> CRM -> messenger saves me 30 minutes per entry.

Want to learn a bit more without providing any info or speaking with a salesperson that will try to keep you on a the phone?

Try calling 1-949-868-6944