Capture and qualify onboarding leads for sales reps

Sales reps miss onboarding prospects when form submissions sit unprocessed, causing stalled deals and lost momentum. Create or update CRM leads with prefilled agreements and CSM rows, so reps follow up quickly.

Overview

Unprocessed onboarding forms let prospects cool and deals stall. This workflow turns every form into a complete CRM lead with prefilled agreement links and a CSM onboarding row, eliminating manual handoffs. The result: faster follow-ups, clearer handoffs, and dramatically fewer missed prospects.

Notable Features

Create or update CRM leads
Attach prefilled agreement links
Add CSM row to spreadsheet