Capture onboarding form prospects and create CRM opportunities

Sales managers miss prospects when onboarding forms go unlogged, causing pipeline gaps and stalled qualification. Create prospect and opportunity records in CRM so sales reps qualify leads quickly.

Overview

Onboarding forms that don't reach the CRM create blind spots in your pipeline and let prospects slip. This workflow converts every submission into a prospect and an initial opportunity, giving reps context to qualify leads quickly and removing manual data entry.

Notable Features

Create prospect and opportunity records
Check for duplicate leads first
Notify sales manager with details