Create CRM account, contact, and Day 1 follow-up task
Create CRM account, contact, and Day 1 follow-up task
Your website leads arrive without account records, owner assignment, or scheduled follow-up, delaying outreach. It creates account and contact records and schedules a Day 1 follow-up task so reps can act same day.
Overview
Website leads are time-sensitive and often arrive without an assigned owner or task, which costs booking opportunities. This flow turns each submission into a CRM account, contact, and a scheduled Day 1 follow-up so reps can engage homeowners same day.