Add incoming web leads to your CRM lead list
Add incoming web leads to your CRM lead list
Your intake and web submissions arrive unlogged, leaving prospect details scattered and follow-ups delayed. Captures contacts into your CRM so staff can reach out same day.
Overview
Leads coming in outside your CRM create gaps in follow-up and wasted opportunities. This flow captures intake and web submissions as CRM contacts and sets lead properties so your team can start outreach the same day.