Using Forms & Automation to Drive Leads

Nick Burrus
Nick Burrus ✭✭✭✭✭✭
edited 08/10/21 in Best Practice

Good afternoon Smartsheet Community,

We use Smartsheet Forms sometimes for some client contact forms to track real estate or other sales leads. We found it helps to use Forms and Automations to make it super easy to contact potential clients in a timely manner.

I broke it down step by step with video walkthroughs below:

https://app.smartsheet.com/b/publish?EQBCT=b59bea7594dd408d823397f85921198e

St Nicholas Burrus MBA, MAOL, GARA, PMP PhD Doctoral Candidate

I build Smartsheets for the US Government, State Government, and about a dozen of the US Fortune 100s.