You have already created your sales collateral on Docsend and have shared it with potential clients. Now you would like to add the visitors to a CRM so that you can follow up with them and can build and nurture the relationship. With the help of Zapier, you can automatically add visitors' email addresses to Alore CRM as prospects.
How this DocSend - Alore CRM integration works
- Someone visits one of your DocSend links
- Zapier creates a new prospect using the visitor's email address in your Alore CRM account
- Alore CRM
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This trigger fires when you create a new link in DocSend.
Adds a new prospect.
This trigger fires when you create a new Space in DocSend.
Update existing prospects.
Triggers when you get a new visit.
Adds a new company.
Triggers when a new prospect is created.