Add form submissions to centralized lead tracking table

Your form submissions arrive untracked, leaving reps with missing context and delayed outreach. Leads go into a central table for quick qualification and same-day routing.

Add form submissions to centralized lead tracking table

Overview

Stop letting inbound insurance inquiries slip through because form submissions land untracked. This flow captures each lead into a single lead table, deduplicates and routes qualified prospects, and enables campaign managers to deliver same-day outreach.

Add form submissions to centralized lead tracking table