Add web-submitted prospects to your CRM and assign owner
Add web-submitted prospects to your CRM and assign owner
Your web submissions hit a webhook without CRM context, so advisors can't prioritize retirement-planning prospects. The flow creates CRM lead records and assigns follow-up same day.
Overview
Inbound website inquiries for retirement planning often miss key contact details, leaving advisors scrambling to prioritize outreach. This flow extracts contact data, creates or updates CRM leads, and assigns ownership so advisors can follow up the same day and convert more prospects.