Add qualified web submissions to lead intake records
Add qualified web submissions to lead intake records
Your client intake submissions arrive unstandardized and miss campaign attribution, delaying follow-up. Capture and normalize each submission into a lead record so owners can begin outreach same day.
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Overview
Unstandardized campaign responses make attribution messy and slow down client follow-up. This flow captures each submission with campaign context, creates a clean lead record, and triggers intake and retainer emails so owners can act within minutes.