Add form submissions to CRM and create pipeline tasks
Add form submissions to CRM and create pipeline tasks
Your mortgage intake form submissions arrive without CRM records, leaving borrower details and next steps untracked. It creates CRM leads, contacts, deals and tasks so brokers can follow up same day.
Overview
New client forms should become actionable pipeline items, not emails you hope to remember. This flow turns each submission into a lead, contact, deal and a scheduled follow-up so brokers can start outreach the same day and keep applications moving.