Packaged service · Fixed scope
Form → CRM Automation
Capture website form submissions in your CRM, organize the lead, notify your team, and trigger the first follow-up automatically.
Fixed price
$490
3–5 business days
3 revision rounds included
14-day bug-fix period
The service
What this package actually does
We connect one lead-capture form to the CRM your team actually uses and build the workflow around it: clean field mapping, record creation or updates, internal notifications, and the first customer-facing follow-up. The core result stays fixed while the apps, fields, assignment rules, and messaging can be adapted to your process.
New form submissions reach the CRM automatically.
Lead fields are mapped consistently instead of copied by hand.
The right person or team is notified when a new lead arrives.
A first confirmation or follow-up can be triggered immediately.
What is included
- Form connection
- CRM field mapping
- Team notification
- First follow-up
Good fit when
- Teams manually copying website leads into a CRM.
- Businesses losing response time between form submission and first touch.
- Companies standardizing lead data before routing or qualification.
Implementation
How we deliver it
The package has a defined result, but we adapt the implementation to your existing systems and business rules.
- 01
Map the intake
We review the form, required fields, CRM object, duplicate rules, and the action that should happen after submission.
- 02
Build the connection
We connect the selected form and CRM using the agreed automation platform and map the data cleanly.
- 03
Add response actions
We configure the internal notification and one first-touch follow-up or confirmation.
- 04
Test and hand off
We test common and edge-case submissions, document the setup, and complete up to three revision rounds.
Configure it
Keep the outcome. Swap the tools.
Choose the platforms that match your current stack. The fixed price assumes one option from each category and the scope described on this page. If your stack is not listed, select “Other” and we will verify whether it still fits the package before work begins.
Scope boundary
What is not included in the fixed price
These items can still be done, but they turn the engagement into additional scope and are quoted before we proceed.
- Multiple independent forms or brands
- Full CRM redesign or migration
- Custom application development
- Paid software or platform subscription fees
Revisions & support
Three revision rounds are included
A revision is an adjustment to the agreed workflow, logic, mappings, messages, filters, or configuration. A new integration, a separate workflow, a new feature, or a material change to the original outcome is additional scope. After approval, the package also includes a 14-day period for fixing bugs in the delivered implementation.
Need something beyond this package?
If you need multiple systems, custom application logic, or a broader automation program, we can scope it as a custom project instead of forcing it into a fixed-price package.