Add form opt-ins to lead records for follow-up

Your opt-in form submissions lack sales-ready contact records, causing missed outreach and slow follow-up. The workflow creates lead records so reps can act on leads the same day.

Overview

When web opt-ins sit unprocessed, sales reps miss timely outreach and conversion windows; this flow converts every form submission into a sales-ready lead record. That gives reps contact context and enables outreach the same day, improving response velocity.