Capture brochure leads as projects for sales reps

Sales reps miss brochure leads when submissions land as unstructured form entries, causing stalled deals and missed follow-ups. This creates a client project and contact from each form so reps follow up within minutes.

Overview

Brochure downloads turn into missed opportunities when leads arrive as unstructured form entries. This workflow converts each submission into a client project and contact, eliminating missed follow-ups and ensuring reps respond within minutes.

Notable Features

Create project and contact records
Notify sales rep with lead details
Check for duplicates before creating