CRM Lead Creator

Create a new CRM lead

Create the customer, customer contact and lead in Automotus from one simple form.

DriveElectric is automatically used as both the Branch and Brand. Optional blank fields are not sent to the CRM.

1. Customer

Company or customer-level details.

Main details
Must exactly match a configured CRM source.
Address
Additional customer information

2. Customer contact

Add the person associated with the customer. Leave this section blank if no contact record is needed.

Contact details
Contact settings
Additional contact information

3. Lead

Details about the customer's enquiry.

Enquiry
Must exactly match a configured CRM source.
Vehicle
Contract / Budget
Notes