Streamline CRM & Email Outreach

# Streamline CRM & Email Outreach ## What It Does Streamline CRM & Email Outreach automates the process of updating your Notion CRM and sending targeted emails to new leads from Google Form submissions. This means that new leads are automatically added to your CRM, and follow-up emails are sent out without manual intervention. As a result, your sales team can focus on closing deals instead of data entry. By automating routine tasks, businesses can increase productivity and revenue. ## Who Needs This Sales Operations Managers who struggle with manually updating their CRM and sending follow-up emails to new leads need this automation. They currently spend a significant amount of time entering data into their CRM and crafting individual emails, taking away from more strategic tasks. By automating these tasks, they can free up time to focus on optimizing their sales process. ## How It Works — Step by Step 1. You connect your Google Form account to the automation agent, allowing it to access new submissions. 2. When a new submission is received, the agent automatically creates a new contact in your Notion CRM. 3. The agent then pulls relevant information from the submission, such as name and email address. 4. Using this information, the agent crafts a personalized email based on a template you provide. 5. The agent sends the email to the new lead, ensuring timely follow-up. 6. The agent updates the contact's status in your Notion CRM to reflect the email was sent. 7. You can then track the lead's response and update their status accordingly. 8. The agent continues to automate follow-up emails based on the lead's status and your predefined rules. ## What You Get * New leads automatically added to your Notion CRM * Personalized emails sent to new leads from Google Form submissions * Timely follow-up emails to increase lead engagement * Reduced data entry time for your sales team * Increased productivity and revenue through automation ## Setup Requirements * Notion CRM account * Google Form account * Email template * API key for email service provider (e.g. Gmail or Outlook) * Access to your Notion CRM database ## Pricing $19 one-time *No subscription. Yours to keep and run as many times as you want.*