How Lead Magnet Signups Automatically Create CRM Contacts

Sam

In this quick demo, I’ll show you one of the most powerful features of SkunkCRM: automatic contact creation from lead magnet signups.

Watch the Demo

What You’ll See

The video walks through a simple but important workflow:

  1. Lead magnet form – A WordPress page with a download form for a free checklist
  2. Form submission – A visitor enters their name and email
  3. Automatic contact creation – SkunkCRM instantly creates a new contact
  4. Tags applied automatically – The contact is tagged based on what they downloaded

Why This Matters

The real power isn’t just capturing the email—it’s that everything related to this person lives in one place. You know:

  • What they downloaded
  • When they signed up
  • What tags apply to them
  • Any notes you add later

Notes, tags, and activity history stay attached to the contact, so nothing gets lost or scattered across different tools.

Get Started

This is what SkunkCRM is built for—helping entrepreneurs keep their relationships organized and make better decisions over time.

Ready to try SkunkCRM? Launch the interactive demo to see it in action, or check out our full feature list.

Written by Sam

Founder & CEO at SkunkCRM.

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