This project focuses on automating lead capture from online forms and social campaigns, validating contact details, and updating CRM systems automatically, enhancing marketing workflow efficiency.
Study CRM and lead management systems.
Identify repetitive data entry tasks.
Design automation workflow.
Develop RPA bot to extract lead data from forms.
Validate email and phone number formats.
Update CRM database automatically.
Generate lead summary reports.
Remove duplicate entries.
Send auto-response emails.
Test automation with sample leads.
Evaluate time savings.
Prepare final documentation.
