Case Studies / Marketing & Sales
Lead Capture & CRM Nurture
New leads from Facebook and the website land in the CRM instantly, tagged by source and added to the right nurture sequence.
The Challenge
Leads from Facebook ads and the website were being exported and uploaded into the CRM by hand, so follow-up was slow and some leads went cold before anyone contacted them.
What We Built
We connected Facebook Lead Ads and the website forms to Zoho CRM and Zoho Marketing Automation through Make.
New leads are captured the moment they come in, tagged by where they came from, and added to the right nurture sequence automatically.
How It Works
- A lead submits a Facebook lead form or a website form.
- Make captures it instantly.
- The lead is tagged by source and created in Zoho CRM.
- The lead is synced into the matching nurture sequence in Zoho Marketing Automation.
The Results
- No more manual lead uploads.
- Faster follow-up on every new lead.
- Better conversion efficiency from ad spend.
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