PR by the Book writes a new chapter in lead management with Zoho Forms
Discover how PR by the Book, a strategic book publicity firm, replaced manual workflows and costly third-party involvement with Zoho Forms—streamlining lead capture, automating responses, and freeing up valuable time for more impactful work.
Industry: Public Relations – Book Marketing
Key Takeaways
- DIY form creation—no developer and no coding knowledge needed
- Automated lead magnet delivery and email follow-ups
- Seamless CRM integration for real-time data syncing
- Major time savings and reduced manual effort
The challenge: Manual lead processing and inefficient workflows
As a PR firm focused on helping authors and publishers promote their work, PR by the Book needed a reliable way to collect, organize, and respond to leads coming in from their website and marketing channels.
Their previous setup with Ninja Forms required manual data entry, and any changes to the forms needed web developer involvement. Form submissions also needed to be manually transferred into a CRM system. This manual process was time-consuming and relied heavily on third-party web developers, leading to higher costs and slower response times.
The solution: Zoho Forms, with in-house form management and automation
By switching to Zoho Forms, the team at PR by the Book gained full control over their lead capture and management process. Melissa, Office Manager at PR by the Book, highlights several key benefits:
- Self-service form creation: Without needing to involve their third-party web team, Melissa can now build and customize forms for various landing pages, including those for lead magnets and promotional offers.
- Automated follow-ups: Zoho Forms allows them to automatically send downloadable assets or lead magnets directly to users via email—something they couldn’t do previously without additional technical support.
- Seamless CRM integration: Submitted form data is efficiently passed into their CRM system, eliminating manual data entry and reducing the chance of errors.
Melissa emphasized how easy the platform was to learn and use, even for those without prior experience creating forms, which empowered their internal team to quickly adapt and optimize their workflows.
"Zoho Forms replaced Ninja Forms for us and gave us capabilities we didn’t even realize we needed—like setting up automated emails with attachments without involving a web team. It’s been easy to use and has made a big difference in our lead generation and follow-up process."
