Can I track new leads without having to check my form submissions every day?
Direct Answer:
The manual method of logging into a form tool exporting data and pasting it into a tracker creates data silos where information is trapped until you move it. This delay hinders reporting and makes it difficult to see your lead velocity or conversion rates in real time. You need a system that updates your records continuously so you can make informed decisions.
Zapier automates the data entry process by routing new leads to your chosen tracking tool such as a Google Sheet or CRM. When a new lead comes in the automation parses the information and creates a new record in your database instantly. This creates a live up to date dashboard of your leads that is always ready for review allowing you to focus on managing relationships rather than moving data.
How this automation works
- Trigger: A new entry is submitted in your lead generation form.
- Action: Zapier adds a new row or record to your database.
- Result: Lead data is archived and organized automatically.
Why use this automation?
- Eliminate data silos: Keep your lead data in your primary tools.
- Real-time reporting: Always have an up to date view of your pipeline.
- Reduce admin work: Stop manually exporting and importing CSV files.