Add and enroll inbound form leads into SMS sequence
Add and enroll inbound form leads into SMS sequence
Your merchant form responses arrive untracked, leaving leads unassigned and financing follow-up delayed. Enroll each submission into the SMS financing sequence so reps can reach merchants same day.
Overview
When merchant submissions arrive without CRM context, outreach stalls and same-day financing opportunities slip away. This flow creates or updates the lead, assigns the owner, and enrolls contacts into the SMS financing sequence so reps can reach merchants same day.