Automated Leads from the Web – Connecting Forms, CRM, and Email Campaigns

The biggest mistake companies make? The form on the website sends an email to info@company.com, where it gathers dust. Or someone replies after 3 days, when the client has already bought elsewhere. Speed is everything.

Process Automation

1. Form: The customer fills out an inquiry on the website.
2. CRM: Data is automatically saved to the CRM (e.g., Pipedrive, HubSpot). A "Deal" is created.
3. Notification: The salesperson immediately receives a notification on their mobile.
4. Auto-reply: The client receives a nice email: "Thank you, we have received your inquiry, we will contact you within 24h."

Lead Nurturing

Not everyone is ready to buy immediately. This is where email marketing comes in. If someone downloads your e-book or subscribes, a series of emails is triggered.

• Day 1: E-book download.
• Day 3: Tips and tricks from your field.
• Day 7: Case study of a successful client.
• Day 10: Offer for a non-binding consultation.

By doing this, you build trust and stay top of mind until the client is ready to buy.

GDPR and Consents

Don't forget the legislation. Checkboxes for consent to data processing and Double Opt-in (email confirmation) are a must. They also build trust that you are not spammers.

Automation saves you not only time but mainly money that you would lose by ignoring potential clients.

How Can We Help at Rise.sk?

Manual lead processing is a thing of the past. We will help you implement AI automation that will collect and sort contacts for you 24/7. Check out our service and take your business to the next level.