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...
19 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...
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...
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...
Simplify design approvals by uploading Figma exports to a centralized client portal. Stop endless email threads and scattered feedback - get structured approval workflows instead.
Complete step-by-step guide to migrating from Pipedrive to Corcava. Includes CSV export instructions, field mapping templates, deduplication strategies, and data validation checkli...