Create CRM lead and flag processed website form submissions
Create CRM lead and flag processed website form submissions
Website form submissions sit in a processing log and don't reach CRM, leaving enrollment contacts unassigned. Capture and route each submission as a lead so managers get context within minutes.
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Overview
When web inquiries remain only in a processing log, enrollment outreach loses momentum and attribution. This flow converts each processed submission into a CRM lead and flags the original record so enrollment managers receive contact details and campaign context within minutes.