Capture business owner leads with consent files attached

Business owners see form leads missing consent, leaving opportunities incomplete and deals stalled. Convert submissions into CRM opportunities with consent attached so reps qualify leads quickly.

Overview

Missing consent files create incomplete opportunities and slow down qualification. This workflow ensures every form becomes a complete CRM opportunity with the consent file attached, so sales reps get actionable leads and zero missed follow-ups. Leadership gains cleaner pipeline data and faster qualification across the board.

Notable Features

Attach consent PDFs to opportunities
Create CRM opportunity from submissions
Notify sales reps with full records