Add form submissions as leads and send confirmations
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.
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.