01 / FORMS
Direct Form-to-CRM Routing
Transfer website or supported lead-form enquiries and selected fields into your CRM.
04 / LEAD & CRM AUTOMATION
Keep your CRM updated.
With less manual work.
Connect form enquiries, conversation notes and agreed next steps to your existing CRM, where integrated.
PATH 01 / FORMSForm enquiryNo call recording required
Selected CRM recordsAgreed fields & permissions
PATH 02 / CONVERSATIONSAI-prepared notesOnly when connected
Two separate paths to your CRM. Illustrative only: updates depend on agreed mappings, permissions and CRM capabilities.
MODULAR AUTOMATION
Two ways to reduce CRM admin.
Start with form transfer, conversation summaries or both.
02 / CONVERSATIONS
Conversation-to-CRM Sync
Use AI-prepared summaries, agreements and next steps from enabled calls or emails, where connected.
A PRACTICAL HANDOFF
From enquiry to the next action.
Consider a customer who submits a website form while your team is handling other enquiries. The workflow can be defined without adding a new CRM.
01
Enquiry arrives
A supported form provides contact details, the customer request and available source information.
02
CRM record is prepared
Selected fields are mapped to your CRM. Existing records may be linked when identifiers and matching rules allow.
03
A follow-up is planned
An owner or next activity can be assigned under agreed rules. Ambiguous matches and sensitive actions can require review.
Form-to-CRM works independently of call recording. Conversation-to-CRM requires enabled conversation data and an agreed CRM connection. Review integration requirements
CONTROLLED DATA QUALITY
Map fields. Link contacts. Plan follow-ups.
Define what goes into the CRM and what should stay for team review.
CONTROL 01
Field mapping
Agree which form fields, summaries and next steps go where.
CONTROL 02
Contact matching
Link records when identifiers and CRM rules allow. Uncertain matches can be reviewed.
CONTROL 03
Owners & next actions
Prepare assignments and follow-ups where configured.
Your CRM remains the system of record.
YOUR EXISTING WORKFLOW
Keep the CRM you already use.
We assess your CRM access, fields and available integration options before confirming the scope.
Available actions depend on the CRM, permissions and agreed setup.NEXT STEP
Ready to make your CRM work easier?
Start with one defined workflow. We can review the connection, key fields and next actions in a demo.