How to Send Leads from Webflow Forms to folk CRM

Webflow is a popular platform for creating websites and forms. By integrating Webflow forms with folk CRM, you can streamline your lead management process and improve your overall customer relationship management.

In this article, we will explore the use cases, benefits, and step-by-step instructions on how to send leads from Webflow forms to folk CRM.

Benefits

Benefit #1: Keep a record of all your lead information. Over time, you'll be creating a comprehensive database of contacts that you can use for nurturing leads, managing candidates, or partnering with other businesses. Launch email campaigns directly from folk.

Benefit #2: Manage follow-up and track lead conversion. When dealing with a large number of leads, it's common to face challenges such as follow-up and tracking lead progression. Having a central place to keep track of your leads and follow up effectively can greatly improve your lead management process.

Benefit #3: Consolidate data on your relationships. With the integration between Webflow forms and folk CRM, you'll be able to easily have a global view of your relationships over time, including emails, events, notes, and more.

How to Send Leads from Webflow Forms to folk CRM

1. Open a Zapier or Make account: Zapier and Make are popular automation platforms that will help you send data from Webflow forms to folk CRM.
2. Set up the trigger: Choose Webflow as a trigger, connect it to Zapier. Select the right event on Webflow you want to capture leads from.
3. Set up the action: Choose to create a person whenever a new lead is submitted through Webflow forms. You'll have to match fields you got from Webflow with the ones on folk.

Start from this template

By following these steps, you can send leads from Webflow forms to folk CRM, optimizing your lead management process and improving your overall customer relationship management.

Implementing this integration can greatly enhance your productivity, organization, and customer experience. Give it a try and experience the benefits for yourself!