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Create consult opp from self-test entry and notify sales

Create consult opp from self-test entry and notify sales

Your self-test submissions lack CRM records, leaving reps without contact context and delaying outreach. It creates prospect and consult opportunity records and alerts sales for same-day outreach.

Create consult opp from self-test entry and notify sales

Overview

When form leads don’t land in the CRM, reps waste hours on manual entry and outreach stalls. This flow guarantees every self-test submission becomes a prospect and—when qualified—an opportunity, with sales alerted within minutes for same-day follow up.

Create consult opp from self-test entry and notify sales