Add parsed web form responses to lead tracker
Add parsed web form responses to lead tracker
Your intake emails contain unstructured form replies that create messy leads and slow triage. Capture and parse contact and mortgage details to populate your lead tracker and alert the channel same day.
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Overview
Unstructured intake emails slow down campaign response and create poor-quality lead data. This workflow turns those emails into clean lead rows and pushes an immediate channel alert, so campaign managers can follow up the same day and avoid missed opportunities.