Form Builder → CRM → Deal Stages
Dec 25, 2025
Set up form submissions to auto-create leads and deals with assigned reps. Learn how to configure form-to-CRM automation, lead routing rules, and deal stage progression for marketi...
21 posts tagged with How To Guide
Set up form submissions to auto-create leads and deals with assigned reps. Learn how to configure form-to-CRM automation, lead routing rules, and deal stage progression for marketi...
Build reusable reporting dashboards with Corcava's saved views and auto-send them monthly. Learn how to create professional client reports with key marketing KPIs, white-label bran...
UTM tracking, forms, and CRM integration included. Step-by-step guide to designing campaign landing pages in Corcava with UTM tracking, form integration, and CRM lead creation. Lea...
Build and measure campaigns from lead → deal → project. Learn how to create effective outreach sequences using Corcava's CRM and tracking features, including email templates, follo...
Unify outreach, content delivery, and reporting in one workspace. Learn how marketing agencies can manage outreach sequences, build landing pages, track campaigns, and automate cli...
Create a branded creative brief form to capture project requirements and client goals efficiently. Learn what questions to ask, how to structure intake forms, and streamline projec...
Turn your design portfolio into a lead machine with live chat. Learn how to install, configure, and optimize chat on your WordPress portfolio to capture design leads and convert tr...
Accept payments globally without middlemen using Corcava's crypto invoicing. Learn how dev shops can accept USDT/USDC via PassimPay integration - benefits, setup, and tax implicati...
Prevent scope creep by implementing structured change request workflows. Learn how to log, price, and approve additional work without damaging client relationships or agency profit...
Complete guide to implementing client portals and time tracking for law firms. Learn how to manage matters as projects, track billable hours with 6-minute increments, monitor matte...