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Create and route new web inquiry leads to CRM

Create and route new web inquiry leads to CRM

Web inquiries (vendors, media, job seekers) often lack tags, making intake and ownership unclear. Capture and route each inquiry into a CRM lead and notify coordinators within one hour.

Create and route new web inquiry leads to CRM

Overview

Untagged website inquiries slow down intake and leave ownership unclear for project coordinators. This flow captures each submission as a deduplicated CRM lead, tags it by contact type, and notifies the right owner so coordinators can respond within one hour.

Create and route new web inquiry leads to CRM