Add form respondents to CRM as MQL contacts
Add form respondents to CRM as MQL contacts
Your mortgage form submissions lack CRM context, leaving contact records incomplete. It upserts full contact profiles and tags them as MQL so outreach can begin same day.
Overview
When mortgage intake forms come in without context, follow-up stalls and conversion windows close. This flow turns each submission into a complete MQL contact record and routes qualifying paths so outreach can start same day.