Act’s built-in web forms can do more than collect names and email addresses. Tony shows how they can support lead generation, customer requests, event registration, surveys, and other business processes while keeping the information connected to your CRM.
Make Forms Part of Your Workflow
When form responses flow into Act, your team spends less time copying information and has a better starting point for follow-up. The key is deciding what should happen after someone submits the form.
Key Takeaways
- Capture useful information directly from your website.
- Reduce duplicate typing and disconnected spreadsheets.
- Connect every form to a specific sales or service follow-up step.
Get One Hour of Free Act CRM Training and Consulting
Have questions about Act CRM or want help applying this idea to your business? Tony Holowitz offers a free one-hour Act CRM training and consulting session.