Create contact and engagement note from website enquiry

Your website enquiries arrive without a tracked contact or context, leaving agents without prospect history. Capture contact records and a summary note so reps can follow up with context same day.

Overview

Inbound website enquiries must become actionable leads, not orphaned messages; this flow captures each enquiry as a CRM contact with a linked summary note and alerts your team. That means reps get structured prospect context and can follow up with informed outreach the same day.