Skip to content
Log inSign up
Templates
Create client projects from brochure form inquiries for follow-up

Create client projects from brochure form inquiries for follow-up

Your brochure form submissions arrive untracked and require manual entry, slowing outreach and onboarding. Create client projects and notify coordinators so follow-up happens same day.

Create client projects from brochure form inquiries for follow-up

Overview

Brochure leads should not sit in an inbox waiting for manual entry. This flow creates a client project and emails your coordinators immediately, turning submissions into actionable work so follow-up and onboarding can start same day.

Create client projects from brochure form inquiries for follow-up