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Add incoming lead contacts to membership contact list

Add incoming lead contacts to membership contact list

Your lead form submissions arrive untracked and lack source or phone context for enrollment staff. It creates a full contact record in the CRM to enable same-day follow-up.

Add incoming lead contacts to membership contact list

Overview

Inbound lead submissions often arrive as raw payloads, leaving enrollment staff without context. This flow captures those submissions, creates tagged contact records, and pushes a notification so teams can begin outreach within minutes.

Add incoming lead contacts to membership contact list