Create CRM deals from website lead form submissions
Create CRM deals from website lead form submissions
Your website lead submissions arrive as emails without structured fields, leaving campaign managers missing contact and pet details. You get structured contact and pet records for same-day nurturing.
Overview
Website leads often arrive as unstructured emails, so campaign managers can't segment or prioritize quickly. This flow converts each submission into a person and deal record and sends an internal summary email, enabling same-day qualification and faster nurture.