Overview
CRM apps streamline customer relationship management by integrating key processes such as lead management and customer interaction tracking.
CRM connectors in UnifyApps enable seamless integration between various CRM systems and other applications, allowing us to automate complex automations.
Use Case
To ensure that every new lead captured on our website is promptly followed up with personalised emails, we use a CRM connector to automate the process.
We configure a webhook to trigger the automation whenever a new lead fills up a form on our website.
We then create a new lead record in our CRM app(in this case, Salesforce).
We can then send a personalised email to our new lead using Gmail or any email marketing tool.