Add website leads to records and notify team

You get website lead submissions without structured records or owner assignment, so prospects go uncontacted. Leads are added to your central table and a task-note alerts reps to act within minutes.

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Overview

Unstructured website leads slow outreach and obscure pipeline visibility for small B2B finance firms. This flow captures each submission into a central lead table and immediately posts an inbound note to your task view, so reps and leadership can act within minutes.