📽️Saving Form Data as a Comment on the Opportunity in the CRM
When integrating forms with the CRM pipeline, it is essential to ensure that submitted information is stored correctly to facilitate opportunity tracking. An efficient way to record this data is by using automations that save form responses as a comment within the opportunity in the pipeline.
This can be done through the use of tokens, which allow dynamically capturing submitted data and inserting it into the CRM automatically. That way, whenever a form is filled out, the relevant information, such as the lead's name, interest, or specific need, is recorded directly in the corresponding opportunity.
In this tutorial, we will demonstrate the step-by-step process to configure this automation, ensuring that each lead interaction is recorded in an organized manner and accessible to the sales team.
