Capture leads from email notifications. Leaf provides a unique email address for your campaign. Incoming emails are automatically processed, and lead details are extracted and added to your CRM for immediate follow-up.
Use Leaf CRM To:
- Capture leads automatically from incoming emails and add them directly into your CRM.
- Centralise leads from different email notifications into a single campaign.
- Automatically assign leads to the right salesperson based on your routing rules.
- Track and monitor lead activity and follow-ups in real time.
- Ensure no enquiries are missed by turning every email into a trackable lead.
How To Integrate Mail Notifications With Your Leaf CRM Account?
- Select an existing or create a new campaign.
- Add Mail from the lead source tab as your integration.
- Create Source Name and preferred Mailbox username.
- Set it as a notification email in your web form or WordPress forms, or forward any emails to the unique mailbox email generated.
- Add remarks for this source (if any) and save.
More integrations for Leaf CRM
TikTok
Google Lead Form
Web Forms
Typeform
WordPress
Spreadsheets
Zapier
Slack
Leaf Webhook API
Instant Form
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