Add landing page inquiries to CRM as leads
Add landing page inquiries to CRM as leads
Your consultant landing-page form submissions arrive without CRM records, causing outreach delays and cooling interest from prospective families. Marketing coordinators can begin outreach same day.
Overview
When consultant referrals arrive but don't create CRM records, outreach stalls and enrollment momentum cools. This flow turns landing-page submissions into enriched CRM leads and notifies the right rep so outreach starts the same day.