Create CRM lead and call task from landing page

You get landing-page contacts missing CRM records and tasks, leaving reps without context and delaying outreach. Leads are created with a call activity for same-day follow-up.

Overview

Landing-page contacts should flow into the CRM as actionable leads, not sit as unprocessed form rows. This flow creates a person, opens a deal in your lead stage, and schedules a same-day call task so reps can follow up within hours.