Gone are the times of sustaining bodily handle books. Good riddance. Because let's face it: jotting down vital contact particulars and holding these scribbled, scratched-out pages updated was greater than slightly tedious.
Fortunately, the handle guide has moved into the digital age. Instead of updating contacts manually, you should utilize Salesflare, a buyer relationship administration (CRM) platform, that can assist you simply monitor contact information, lead standing, and gross sales alternatives.
However, ensuring all these contacts instantly get added to your Salesflare account can nonetheless be time-consuming if you happen to're not making the most of automation. Plus, new contacts may get missed altogether when issues get busy, which suggests you missed a possible sale.
You can arrange a easy Zap (our phrase for automated workflows) that mechanically creates a brand new contact in Salesflare each time somebody fills out a type in your web site or books a name with you.
The problem: Keeping monitor of latest leads and their contact info is essential if you wish to preserve a clean lead lifecycle. Often, when issues get busy, you may overlook so as to add contacts (who submit their particulars by means of a type) to your CRM. It could be a lot simpler if new leads bought mechanically added to your CRM, so it is all the time updated, and you do not have to fret about any contacts slipping by means of the cracks.
The resolution: Save your self time and decrease errors by mechanically creating a brand new contact in Salesflare when a brand new YouCanBook.me assembly is scheduled. That means, you possibly can give attention to being ready to your assembly, as a substitute of losing time with busywork.
Ready to strive it for your self? To get began with a Zap template—our pre-made workflows—simply click on on it, and we'll information you thru the set-up course of. It solely takes a couple of minutes.
Zap problem: Beginner
Top tip: To assist hold monitor of your to-do gadgets, add a step to your Zap that mechanically creates a activity in Salesflare to prep to your assembly when a brand new contact is created.
This is simply the beginning of all that you are able to do with Salesflare and Zapier. Zapier helps hundreds of apps to be able to automate nearly any activity at work. Start constructing your Zap now, and see what you possibly can create.
New to Zapier? It's a device that helps anybody join apps and automate workflows—with none difficult code. Sign up without cost.