Fulfillment & Marketing
From the ad form to the job on site
Lead forms collect leads from your website, Facebook Lead Ads, TikTok, Google Ads and Zalo Ads, create them in the CRM and route them to the right rep. Once you’ve sold, the scheduler puts people on the right project by shift; staff check in on site, fill in forms and take photos stamped with time and place, right from their phone.
How it works
From an ad lead to the job on site
Illustrated with the sample store HaShop getting ready to open its Thu Duc branch.
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Lead Forms
Your website, Facebook, TikTok, Google Ads and Zalo Ads.
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Into the CRM, routed
Fields mapped into the CRM, duplicates caught by phone, routed to a rep.
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Shift scheduling
Drag people onto projects; clashes and leave are checked before sending.
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On-site check-in
Check in within a radius of the site address, right from the phone.
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Forms & photos
Pass/fail checks, photos and signatures, stamped with time and place.
HuyAd leads go straight to the CRM
Every lead is created with its source, campaign and UTM tags, de-duplicated by phone number and backfilled on a schedule if a webhook is missed.
Know where every lead came from
A lead log records every create, duplicate, skip or error with the raw payload, and source funnels show which channels turn into deals.
Proof from the field
Radius-based check-ins, forms and time- and location-stamped photos show managers where and when work was done.
Capabilities
What’s inside Marketing & field delivery
Lead forms from every source
Web or partner forms via a secret-keyed webhook, Facebook Lead Ads through your connected Page, TikTok Lead Gen, and Google Ads or Zalo Ads via webhook.
Field mapping & routing
Map each form field to the CRM, custom fields included, test with the latest lead, then assign to a person, a team or your routing rules.
Events
Create one-off or recurring events and booth shifts; staff check in to their shift with a selfie and GPS in the mobile app.
Shift scheduling
Day, week and month boards: drag people onto projects, auto-fill open slots, check for clashes, leave and holidays before sending, and share a read-only link.
On-site check-in
Check in and out of each project task within a radius of the site address; the check-in map shows who is where and which visits fell outside the area.
Field forms & photos
Pass/fail checks, live photos, signatures and QR/NFC scans at check-in or check-out; photos and video stamped with time and place, and voice notes transcribed by AI.
Marketing and projects & tasks are included in All-in-one, Unlimited and the trial (not in CRM Only). On-site check-ins and field forms are done in the mobile app.
Scheduling & check-in
The right people in the right place, with proof of the work
- Drag people onto projects by shift and auto-fill open slots
- “Check before sending” for clashes, leave, holidays and overtime
- Staff accept shifts or decline tasks in the app
- Radius-based check-ins, field forms and time- and place-stamped photos
MinhGetting started
4 steps to get going
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1
Connect lead sources
Create a web form and its secret key, sync Facebook Lead Ads from your Page and connect TikTok Ads.
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2
Map & route
Map fields into the CRM, choose how leads are assigned and attach a campaign.
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3
Plan & schedule
Create a project with its address, enable check-ins, build a form, schedule people and send the plan.
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4
Follow up
Review the lead log, the check-in map, submitted forms and actual hours.
FAQ
Frequently asked questions
Call 1900 636 400 or book 30 minutes with the CNV team.
Hours: Monday – Saturday, 8:30 – 17:30 (GMT+7)
Is there a form builder or landing pages?
No. Lead forms take data from the forms you already run (website, Facebook, TikTok, Google Ads, Zalo Ads) through connectors or webhooks; CNV Work handles creating, de-duplicating and assigning the leads.
Can I send bulk email, SMS or Zalo messages?
CNV Work marketing focuses on capturing and handling leads; automated, behaviour-based customer messaging is what CNV CDP does. CNV Work offers a “send to Zalo groups” add-on that runs from the desktop app at up to 50 messages an hour.
How is attendance different from on-site check-in?
Attendance records shift start and end at company locations. On-site check-in records presence at each project task, measured against the site address. The two are independent.
Ready to bring your whole team into one workspace?
Book 30 minutes with the CNV team to see CNV Work on sample data shaped like your business — or start a full-featured 14-day trial yourself.