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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.

Add garden-room form leads to CRM and pipeline

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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.

Add garden-room form leads to CRM and pipeline