Create CRM deal from online form and notify team
Create CRM deal from online form and notify team
Your mortgage enquiry forms arrive without CRM records or context, causing slow qualification. It creates a contact, opens a deal and notifies owners so reps can follow up same day.
Overview
Stop losing momentum when mortgage enquiries hit your inbox as raw form entries. This flow creates a contact, opens a deal with intake notes, and alerts owners so reps can begin outreach the same day.