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Zapier's Simple CRM Template helps to optimize your sales process with an elegant and personalized CRM tool that fits your business needs. This end-to-end CRM solution includes a form to collect leads, a datasheet to store lead information, and a visual tracker to manage the status of each lead and initiate actions when needed. Whether you’re tracking leads, negotiating deals, or closing sales, our Simple CRM Template streamlines the process.
The template consists of two landing pages ([via Zapier Interfaces](https://zapier.com/interfaces)), one datasheet ([via Zapier Tables](https://zapier.com/tables)), and one automated workflow ([via Zaps](https://zapier.com/how-it-works)).

## Tailored to Your Unique Needs

Kick off the sales process with a “Contact Page” which allows you to customize text or add extra fields such as email address, name, company, and status (lead, qualified, negotiated, closed). The page is highly flexible, allowing the addition of various components, including images and videos for guided walkthroughs.

## Track in CRM-Style Kanban Views

Once a contact form is submitted, the data is stored in a Zapier Table or datasheet and is then visualized in a Kanban view, which visually presents the status of contacts. In the Kanban view, users can easily drag cards, create new cards, edit cards, and delete cards. You can also specify details to be displayed on the cards.

## Increase Speed to Close

When a card is moved from one status to another, it triggers an action, or a Zap. For instance, if a lead moves from negotiating to closed, an email can be sent to the customer with onboarding material. Overall, this enhances the user experience and ensures a timely follow-up, all while saving you time.

A Simple CRM, without all the bells and whistles.

Simple CRM Template is a solution to manage contacts and sales processes seamlessly. Customize, add contacts, and track statuses visually with our CRM template.

Simple CRM Template

Simple CRM

Create and customize an online lead capture tool that you can embed on your website or share as a public link on a landing page. Easily collect essential information such as first names, last names, email addresses, and additional notes from your prospective clients. All of the data collected from the form is automatically stored in a Zapier table, keeping all of your lead information in one place. With added automated workflows, you can even email your new leads from the table.

## Why you should create an automated lead capture form with Zapier

Zapier's lead capture system is the perfect starting place to speed up your lead collection process. Use our template to:

- Quickly set up a form to capture leads
- Have lead information automatically stored without configuring complex workflows
- Easily email new leads without extra steps

## How this digital lead capture system works

<iframe width="790px" height="267px" src="/app/canvas/template/lead-capture"></iframe>

The template allows you to set up a system featuring two simple pages built with Zapier Interfaces, one Zapier table, and two Zaps.

The two pages, a **Contact Us** page and a **Thank You** page, can be customized by selecting the type of data you want to capture—from simple text fields to date pickers to file uploads. You're also able to add custom branding, so your pages match your website.

![Lead capture template connected Zaps and Tables](//images.ctfassets.net/0sppvm4cmdq7/7cTNdbyBLFL40kMxB3rWuJ/1f7bc1366cb01ebb60a377c636180ff6/f83b1e9461be5d83402deda65d0e0052.png)

Once you've created your **Contact Us** page and customized your form, simply share the interface URL or embed the form on your site using the provided embed code. After completing the form, information will be automatically stored in your Zapier table and your leads will be directed to your **Thank You** page.

When setting up your system, you'll also configure two Zaps. One automatically sends you an email notification with the new lead's contact information and a link to the Zapier table where you can see all the responses. The second allows you to automatically send emails to your new leads from within the table, by simply clicking a button.

![Lead capture table send email button](//images.ctfassets.net/0sppvm4cmdq7/4BVRi3K1bgmq2r8EfinSy2/a5c0bcc0b55589347c32b97bec3b0fc3/3daa99ec02fe9742390f3c764e48fc88.png)

## Who will benefit from this lead capture system?
Small business owners, marketing operations specialists, or anyone running marketing for a small team, will find this system helpful. You can quickly create a lead capture form to increase your speed-to-lead time and centralize outreach.


Easily capture new leads and email them from within the connected table.


Easily capture new leads with email notifications and the ability to send an email to each lead from within the connected table. .

Lead capture template

Lead Capture Template

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