Add garden-room form leads to CRM and pipeline
Add garden-room form leads to CRM and pipeline
Your garden-room enquiries arrive via form without handoff, leaving reps without context for calls. You receive a CRM lead, a welcome PDF link and a one-line summary for same-day follow-up.
Workflow preview:
Zap details:
Overview
When garden-room enquiries land without context, reps spend time hunting for details and miss contact windows. This flow turns every form submission into a CRM lead plus a short welcome PDF link and one-line summary, enabling reps to call within 24 hours and start qualification immediately.