Attach uploaded ID scans to lead records from form
Attach uploaded ID scans to lead records from form
Your form image uploads sit separated from lead records, leaving marketing unable to verify contacts or segment lists. Attaching files to leads preserves documentation for campaign targeting and follow up within minutes.
Overview
When intake forms include scanned IDs, marketing teams waste time matching files to leads and risk incomplete segmentation. This flow attaches submissions directly to lead records so campaign managers get verified contact documentation and can act within minutes.