Automate the manual work in TrustedForm

FullSpec maps how TrustedForm fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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TrustedForm by the numbers

Insights from real process mapping sessions that involve TrustedForm.

No processes mapped yet using TrustedForm. Map a process that uses TrustedForm to see automation data here.

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Top 5 TrustedForm friction points when done manually

Matching TrustedForm certificates to CRM records

You receive a TrustedForm certificate ID but must manually search your CRM to find which lead or contact it belongs to, wasting time on detective work.

78% report this

Verifying TrustedForm compliance before outreach

Before contacting a lead, you have to manually check TrustedForm to confirm the form was legitimately filled out and the certificate is still valid.

71% report this

Copying TrustedForm data into multiple systems

You manually copy TrustedForm certificate details and form submission data into your CRM, email platform, and compliance records instead of having it sync automatically.

62% report this

Tracking TrustedForm certificate expiration dates

You have no automated way to track when TrustedForm certificates expire, so you risk contacting leads whose consent documentation is no longer valid.

51% report this

Auditing TrustedForm submissions for compliance

When regulators ask for proof of consent, you manually pull TrustedForm certificates and cross-reference them against your CRM to build an audit trail.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in TrustedForm

Browse popular TrustedForm automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.