Connect what you capture to where sales works — without the manual glue.
Lead capture only creates value when it reaches the right place, with the right context, at the right time. We map fields and workflows, connect your forms to approved CRM destinations, and reduce the manual handling that loses inquiries and frustrates both teams.
The problem we solve
Inquiries land in an inbox, get copied into a spreadsheet, get forwarded to sales, and disappear. Duplicate records multiply. No one knows who owns the follow-up. The marketing-to-sales handoff is where most pipeline leaks — not at the top of the funnel, but in the gap between systems.
What's included
From inbox to routed opportunity
An IT services firm gets inquiries by email and forwards them manually. We connect the contact form to the CRM, route by service interest, deduplicate against existing accounts, and assign follow-up ownership. The same inquiry now reaches the right person in minutes with full context.
How the work happens
- 01Map the current capture-to-handoff flow.
- 02Define fields, stages, and ownership.
- 03Connect capture to approved CRM destinations.
- 04Build routing and deduplication rules.
- 05Test with real inquiries before going live.
- 06Document and hand off to your team.
How we measure it
We measure the handoff by speed (time to first response), completeness (does sales get the context they need), and outcome (how many accepted opportunities result) — not by how many records were created.
Questions about Marketing Automation & CRM
Ready to put Marketing Automation & CRM to work?
Let's talk about your offer, your buyers, and where this fits.