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Add web form leads to CRM and notify ops

Add web form leads to CRM and notify ops

Your contact form submits lack tags and SMS consent flags, preventing accurate segmentation. Capture, tag, and set subscription states, then send an internal alert for same-day follow-up.

Add web form leads to CRM and notify ops

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Overview

Form responses often land in inboxes without consent or tag context, which stalls segmentation and outreach. This flow standardizes subscription flags, tags interests, and notifies ops so leads are ready for nurture and same-day outreach.

Add web form leads to CRM and notify ops