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Free tool 04 · Lead Form to CRM Match

Did every demo request from contractor owners actually reach your CRM?

Lead routing can stop without an error. Add your form export and your CRM export: you get the match rate, the requests missing from the CRM with their dates, and the weeks where requests went missing.

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1. Form submissions export

From your website demo form, landing-page form or booking page, or a trade show lead list. Needs an email column; a submitted-at date helps.

2. CRM contacts or leads export

All contacts or leads created since the first form date. Needs an email column; a created date helps.

Emails are matched ignoring case and spaces. An address that only matches once a "+tag" (or, for Gmail, the dots) is ignored shows as a possible match. Both files are read in this tab and never uploaded.

Want a second pair of eyes on how your demos get booked?

This tool checks whether the demo requests from contractor owners in your form export reached your CRM from what you entered. It can't see your CRM, your inbox, your calendar or the contractors you sell to. If the result shows a gap, I'll do a free written review of how demos get booked at your company and send it within 48 hours: what I'd fix first, and the first home-service businesses I'd go after.

The match finds the requests that fell through. In the review I trace one request from a home-service business, from the form to the first call back, and tell you where it can break.

Ask for the free review (opens Cal.com in a new tab)

Shilpa Goel, [email protected]

This is a sales-process checklist built from what you entered: not a security audit, legal, compliance or investment advice.