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
Meta Conversions API
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