Add new form leads to CRM and notify reps
Add new form leads to CRM and notify reps
Your form submissions lack owner context and often include duplicates, leaving leads untriaged. Create CRM contacts, capture ISO interest, and alert owners for same-day follow-up.
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Overview
External aggregator forms and ad leads often arrive with inconsistent fields or duplicates, leaving marketing ops to triage manually. This flow creates standardized CRM contacts, captures ISO interest, and notifies owners so reps can act within minutes and keep lead SLAs intact.