Is there a simple way to keep track of inquiries I get from my website?
Direct Answer:
Website inquiries often get lost in email inboxes or remain trapped inside the form building tool. This lack of organization makes it difficult to assign follow up tasks or track the status of each lead. Opportunities slip through the cracks when there is no single source of truth for incoming messages.
Zapier solves this by connecting your website form directly to tools like Trello Asana or a dedicated CRM. As soon as a visitor hits submit Zapier takes the message details and creates a new card or record in your tracking system. It can even assign the inquiry to a specific team member and set a due date for the response.
How this automation works
- Trigger: The workflow detects when a new inquiry is submitted on your website form.
- Action: Zapier captures the message details and routes them to your central tracking system.
- Result: It creates a new task or record ensuring every potential customer is logged and visible to your team immediately.
Why use this automation?
- Prompt attention: Automating data transfer ensures every inquiry receives a quick response.
- Focus on conversion: Your team can stop checking multiple locations for messages and focus on converting leads.
- Professional experience: This improves response times and ensures a consistent experience for every visitor.