Add consultation form submitters to lead nurture list
Add consultation form submitters to lead nurture list
Your consultation form responses arrive without a tracked contact record, causing missed pre-call prep and delayed advisor outreach. Adds the contact and submission note so advisors can prepare same day.
Overview
When consultation pre-questionnaires don't create contact records, advisors miss prep and prospects slip through. This flow captures each submission as a tagged contact, attaches the full intake as a note, and routes missing-email cases to ops for same-day review and follow-up.