Capture form leads without duplicates
Extend your lead capture software into the CRM by standardizing contact details from each lead form submission, applying CRM deduplication by email and phone, and creating a lead with its campaign source attached.
Copied
When a prospect submits the lead form in [lead form source, e.g. a website form tool, or an ad platform lead form such as LinkedIn or Meta], the automation captures the submission and standardizes the phone number and email address into consistent formats. It searches [CRM name] for an existing contact by email, falling back to phone number, and updates the match or creates a new contact in [CRM name]. It then creates a lead in [CRM name] linked to that contact with the campaign and source details from the submission, and logs the submission to [lead intake log, e.g. spreadsheet, database table].
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Problem
Sales operations teams copy lead form submissions from the website or ad platforms into the CRM by hand, retyping phone numbers and emails in whatever format prospects used. Inconsistent formats hide existing contacts, so returning prospects become duplicate records, leads reach reps late, and the original source gets lost before anyone can credit the campaign.
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Solution
When a prospect submits the lead form, the automation captures the submission and standardizes the phone number and email address into consistent formats. It searches the CRM for an existing contact by email, falling back to phone number, and updates the match or creates a new contact. It then creates a lead linked to that contact with the campaign and source details from the submission, and logs the submission to the lead intake log.
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Impact
Every prospect who fills in the form reaches the CRM as one correctly formatted record with its source attached, so reps work new leads right away and campaigns get credit for the pipeline they create.
Benefits
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Reduced duplicate contacts
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Faster lead response
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Accurate campaign attribution
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Increased rep productivity
Who is this for?
Success stories
Adapt at speed with visual-first automation and AI
Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.
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