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Demonstration example. Company, products and data are not real.

Simulation in your browser: nothing is sent or saved.

Automations · Website enquiries into the CRM

An enquiry from your website, from the form to the CRM.

Pick a case or write the enquiry yourself, then start the flow. The system reads it, compares it with the contacts you already have and prepares the card; where there is a doubt it stops and you decide. The reply to the customer stays a draft.

Website contact form

Demonstration example
The enquiry, as it arrives from the website form

Try a case (written in Italian, as this company’s customers write), or change the fields yourself

Only addresses ending in .example, which are reserved for examples. You can also leave it empty.

As a customer would write it: what they need, how many pieces, by when.

Example rules

Demonstration example
Sectors served
  • Hydraulics
  • Automatic machinery
  • Agricultural machinery
Who follows what
  • Enquiries in EnglishExport sales
  • PrototypesTechnical office
  • Turning and millingSales manager
Minimum details
Company, email, consent and the machining requested.
Spam
A link together with advertising words, or plenty of advertising words: the message does not enter the CRM.

Example rules, not promises: your real sectors, roles and rules are your own.

Example CRM

Demonstration example

4 contacts already in it

  • Valdora MeccanicaC-0318

    acquisti@valdora-meccanica.example

    Followed by: Sales manager

  • Agrifonti MacchineC-0297

    ufficio.tecnico@agrifonti.example

    Followed by: Technical office

  • Pressiva AutomazioniC-0263

    acquisti@pressiva.example

    Followed by: Sales manager

  • Fluvenor HydraulicsC-0241

    purchasing@fluvenor.example

    Followed by: Export sales

The flow · Demonstration example

Ready

Change the data, then start the flow. It stops where a decision is needed: that one is yours.

  1. 01 Input

     

  2. 02 Understanding

     

  3. 03 Rules and context

     

  4. 04 Automation

     

  5. 05 Human judgement

     

  6. 06 Action

     

  7. 07 Record

     

Change the data, then start the flow. It stops where a decision is needed: that one is yours.

    What you gain

    • 01

      No enquiry lost or duplicated: each one finds its card in the CRM, even when the customer writes from another address.

    • 02

      The right person knows straight away, with the enquiry already read, the next step and its due date.

    • 03

      The details reach the CRM already in order: company, sector, what is needed, urgency and language, without copying them by hand.

    A flow like this, on your process.

    The rules, thresholds and roles in this example are invented. We write yours together, starting from a real case.

    Let’s talkHow automations work
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