Article: Automatically create Contact in the platform and send an outbound message when a new lead is added to CRM
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Sana Nazir Ahmad
Business Problem:
* Business wants to quickly capture leads by automating the process of adding them to the platform (from the CRM using Zapier) and sending them the first message.
Pain Points:
* Manually adding contacts from the business CRM can be slow, prone to errors, and can often be delayed due to human intervention.
* Delay in sending outbound messages to new customers from our platform can be frustrating for businesses as well as leads who are expecting to be contacted.
S
Sana Nazir Ahmad
Stage: Capture
Objective: Nurturing > Sales Sequences
Solution:
- A lead is created on the CRM.
- Contact is automatically created in respond.io via Zapier.
- First message is sent to the contact automatically.