How to do a lead capture for team?

Q: How can we do lead-capture if our team is using Realvolve for CRM?

A: Use a zap to parse lead gen email. There is a video in help on this. Then use a client workflow for lead nurturing to send emails and call reminders.

A: Go to help and type "zap" in the search bar. I use zaps all the time to suck in contact data from my email into RV, and have it tagged and a workflow automatically applied to the newly added contact. It is like magic. I suck in zillow stuff, leads from open house, leads from my website... it's very cool and very flexible.

 

 

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