You need an easy way to get structured data from your business card app collected from networking, exhibitions, and events to your CRM. And automate processes in your marketing automation software like Infusionsoft, HubSpot, ActiveCampaign, SharpSpring, etc.
You want to integrate forms to your CRM or you want to have forms with more functionality like conditional fields, calculated fields and send the data to your CRM like Active Campaign, Infusionsoft/KEAP, HubSpot, SharpSpring.
You need a tech-savvy VA to manage your connectors like Zapier, Plusthis Integromat, to your favorite CRM and Marketing Automation tool. You may need some technical help in the setting up of features or zaps, and also help to maintain them in case of breakages and changes to your website.
You want to integrate your ClickFunnels/Bucket to Infusionsoft, ActiveCampaign, HubSpot or any other CRM software, to keep historical sales information, automate email campaigns, track customers’ reorder pattern, manage fulfillment, do advanced segmentation based marketing.