About The Course
If you’re like many business owners, you have a missing link between your forms and your CRM. Unfortunately, information gets lost along the way.
Collecting information via emails, phone calls and SMS is time consuming for you, and disruptive for your clients. In this course, you’ll learn a new approach to collecting info such as leads, client updates, project updates and more.
What if you could seamlessly integrate your Zoho Forms with your CRM?
Imagine sending an intake form with the press of a button. When your client fills out the form, all the information will be instantly added to your CRM. You’ll save hours of admin time, while looking super professional to your clients.
With this system, potential clients can only book an appointment with you AFTER they fill out your form. Avoid tire-kickers and time-wasters and make sure they are serious about working with you.
The automated forms system you’ll learn in this course can also help with the approval stage of the project. If the client needs amends on what you submit, they can fill in their feedback. If they are happy with the product, the system sends the final invoice.
In this course, you’ll learn how to connect Zoho Forms with your CRM in all these ways and more. The tools work together to create a powerful information-gathering system for your business.
Plus, I’ll show you important tweaks to make sure this system doesn’t fail, such as using Google Captcha to stop spam. We’ll fix any missing links in the process, so that your automation will always run smoothly.
This course will build your knowledge in a straight-forward, step-by-step way. Follow along and by the end of the course you’ll have customized your own Zoho Forms system.
You'll create a well-oiled machine that collects information and takes it where you need it, so you can WOW your clients.