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Create client and opportunity from website contact form

Create client and opportunity from website contact form

Your website contact form entries aren't reliably added to CRM, leaving sales without lead records or outreach context. It creates records, alerts your team, and emails submitters so reps act same day.

Create client and opportunity from website contact form

Overview

When a prospect fills your website contact form, they need to enter the pipeline immediately so reps can engage while interest is fresh. This flow creates the contact and opportunity, alerts your sales channel, and sends the prospect a confirmation so follow-up happens the same day.

Create client and opportunity from website contact form