Growth machineGrowth infrastructureHow to set up marketing automationLink every form submission directly to your CRM. Ensure no lead gets lost and follow-up happens automatically every time.
Forms are your lead capture front door. If they don't connect to your CRM, leads sit in spreadsheets or inboxes whilst competitors follow up faster. Proper form integration creates CRM records instantly, triggers workflows, and assigns leads to reps automatically. This chapter shows you how to connect website forms to your CRM, map form fields to CRM properties, set up conditional logic for routing, and test submissions so nothing breaks.
Manual lead management breaks at scale. Automation captures every lead, scores them by intent, and keeps them warm until they're ready to buy all whilst you sleep.
See playbook
All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
ActiveCampaign combines email marketing, CRM, and marketing automation with sophisticated workflows and lead scoring for B2B companies.
Klaviyo provides email and SMS marketing built specifically for e-commerce with deep Shopify integration and revenue attribution.
Brevo provides email marketing, SMS campaigns, and marketing automation with transactional email capabilities for growing businesses.
Mailchimp provides email marketing with automation, landing pages, and basic CRM features designed for small businesses and beginners.
Customer.io sends targeted messages across email, SMS, and push notifications triggered by user behaviour and product data for SaaS companies.
Identify individuals who've shown initial interest in your offering, separating them from cold prospects for targeted nurture.
Flag leads who meet defined engagement or fit criteria, creating a qualified handoff between marketing and sales for efficient follow-up.
Measure which marketing activities drive desired outcomes to allocate budget toward channels that actually generate revenue instead of vanity metrics.
Connect triggers to actions across systems so repetitive tasks happen automatically and teams can focus on work that requires judgement instead of admin.
