Im looking to better our current lead capture process and would like to implement a few things. I have attached what our current process is and what we'd like to implement.
A questions i'm having is how to implement step 2 of the ideal situation.
We would be using 2 Zoho CRM accounts one for an Investment Company, and the other for the Realty company
Step #2:
1. 2. The site they are directed to is a squeeze page with a simple name/email/phone form and we would like to give the lead the option to choose Looking for partnership/investment opportunities or looking for the services of our associated realtors.
2. An email should be generated based on the option they choose. If they chose A. Partnership, the CRM for the Investment company should email them. If they choose B. the other CRM from the Realty should email them.
3.
Based on the last option, we would like to redirect them to a separate web form for each option similar to what our current form is, that is identical, but with a different company heading and the information is redirected to each separate CRM.
Any options or advise would be appreciated on how to implement this.
Thanks ahead of time.