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Add form leads to CRM and assign agents

Add form leads to CRM and assign agents

Web form leads sometimes skip your CRM, causing coverage gaps and delayed broker follow-up. Added contacts are assigned to agents so outreach starts same day.

Add form leads to CRM and assign agents

Overview

When form leads don't land in your CRM, campaigns stall and brokers miss outreach windows. This flow captures submissions, creates contact records, and routes them to servicing agents so marketing and brokers can start outreach the same day.

Add form leads to CRM and assign agents