Skip to content
Templates
Create and assign new store leads to sellers immediately

Create and assign new store leads to sellers immediately

Website contact forms come in untracked, leaving reps without owners or message context. The workflow creates CRM records, assigns the next seller, and sends an acknowledgement so reps follow up same day.

Create and assign new store leads to sellers immediately

Workflow preview:

Zap details:

Overview

Inbound website inquiries often land as untracked messages, creating manual work and missed outreach. This flow turns each valid submission into a deduplicated CRM contact, assigns the next seller, and fires an immediate reply so reps can act within minutes and close faster. It removes manual triage and delivers follow-up-ready leads same day.

Create and assign new store leads to sellers immediately