Form-to-CRM automation with Make
The problem
Leads from forms get copied by hand.
Workflow
- 1Collect leads with Tally
- 2Make scenario watches new submissions
- 3Create row in Airtable and notify in Slack
- 4Send welcome email
Leads from forms get copied by hand.
Your calendar fills with meetings and real work slips.
Sending, signing and tracking contracts via email attachments.
Glue work between apps keeps you busy.