Capture form leads into Dealflow for sales reps
Capture form leads into Dealflow for sales reps
Sales reps miss form leads when submissions never become CRM records, leaving prospects uncontacted and deals stalled. Creates company and contact records in Dealflow, so reps start outreach quickly.
Overview
Sales reps lose momentum and let prospects slip through when form submissions don't become structured leads. This workflow captures every submission into company and contact records inside your Dealflow group, eliminating manual entry and ensuring reps begin outreach with complete profiles and fewer missed follow-ups.
Notable Features
- Create company records in Dealflow
- Create contact records from submissions
- Notify sales reps with lead details