Every website lead in the CRM, with an alert to sales
Your website form creates the contact, emails the sales team and puts the call on the agenda.
- InboundWebsite formDone
- CRMCreate contactDone
- EmailAlert salesDone
- TaskCall taskDone
The problem
Form submissions land in a shared inbox and someone copies them into the CRM by hand, sometimes days later.
The result
The contact is in the CRM within seconds, sales knows straight away and the first call is assigned.
Estimate
8 hours of manual work per month: 6 min per case × 80 cases a month. Your dashboard measures the real runs.
How it works
- Your website sends the form to the automation’s inbound address.
- The contact is created in the CRM with name, email and phone.
- The sales team receives an email with the details.
- A “Call the new lead” task is created for the same day.
What you need
- Webhook from your website
- Engrana CRM
- Sales team email
Start today. Your first automation runs in two minutes.
14-day trial. No lock-in.