Create CRM lead and alert owner by SMS
Create CRM lead and alert owner by SMS
Your web contact form submissions arrive untracked and sit in an inbox, delaying site visits and follow-up. Capture leads into your CRM and alert owners by SMS so they can respond same day.
Workflow preview:
Zap details:
Overview
Unstructured web leads slow down booking and cost site visits; this flow captures form entries directly into your CRM and pings the owner by SMS. Booking consultants get actionable leads and can schedule visits the same day.