Add website form leads to your CRM contacts

Your website form leads arrive without structured routing, leaving intake teams missing context for consult outreach. Leads get added with intake notes and tags so coordinators can follow up same day.

Overview

Website inquiries should never sit untriaged in an inbox; this captures submissions into your contact system, tags them for intake, and surfaces context for outreach. Intake coordinators get the information they need to contact prospects and convert consults same day.