Add form submissions as leads and send confirmations

Your form submissions lack CRM records and owner assignment, delaying outreach. This ensures campaign managers can respond faster, with submitters receiving a confirmation email within three days.

Add form submissions as leads and send confirmations

Overview

Web form inquiries are only valuable when they land in the CRM with an owner and a reply sent quickly. This flow captures every submission, creates or updates a lead record, assigns ownership, and sends a confirmation so acquisition teams can follow up within days.

Add form submissions as leads and send confirmations