Results 1 to 2 of 2
Hybrid View
-
07-19-2023, 04:21 PM #1
- Join Date
- Feb 2017
- Posts
- 3,416
I think you used the term "CRM" incorrectly here, but I think this is what you want:
Set up a Google Forms where some things are required, some are not. Then can even upload documents there if you want. It will fill out the information directly onto a Google Sheets. A new row in the Google Sheets will then trigger a Zap (from Zapier) that will automatically email the contact your flier information. The Zap can even CC the original accountant/attorney if you set it up right. If the client clicks the link, then that can feed back into your main CRM somewhere. For example, the link will be trackable and the client can fill out another form on your website "get in touch with me" and that will, again, fill out another Google Forms that will trigger another Zap that will put them into your CRM directly for calling.
Similar Threads
-
ISO MANAGER / CUSTOMER RELATIONSHIP MANAGER - Fort Lee, NJ
By ArcariusCareers in forum Help WantedReplies: 1Last Post: 08-05-2020, 09:22 AM -
CRM Tip of the Week - Integrated Customer Data with Salesforce Customer 360
By rekuhlman in forum PromotionsReplies: 0Last Post: 01-11-2019, 12:46 PM -
Customer needs 5-7k as 2nd
By tluv123 in forum Deal BinReplies: 6Last Post: 02-09-2017, 06:48 PM -
Iso relationship
By EmpireRoth in forum PromotionsReplies: 12Last Post: 07-26-2016, 02:19 PM -
Looking for MCA and ISO relationship
By bizwriter in forum Merchant Cash AdvanceReplies: 11Last Post: 01-31-2014, 03:17 PM