Add website contact to lead sheet and route regionally

Website contacts arrive without regional routing or a lead record, so follow-ups stall. Capture and route inquiries into a lead sheet and regional inbox so teams can follow up the same day.

Overview

Website contact forms often land untracked or routed inconsistently, which slows follow-up and blurs campaign attribution. This workflow captures each inquiry into one lead sheet and routes it to the correct regional inbox so your campaign managers can follow up and report on leads the same day.