Capture Leads with Checklists

You can capture leads straight to your autoresponder or CRM from checklists that you share and embed around the web.

To do this, first, you need to publish a template publicly. Once the template is public, we give you the option to integrate your autoresponder or CRM webform straight into Process Street.

From there, anyone that creates an account with Process Street through a checklist you published, will be directly added to your lead capture tool.

For more information on lead generation with Process Street, check out How to Generate Leads over on the Process Street blog.

Here’s an example of a page with an embedded checklist:

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