Create CRM lead and follow-up tasks from web enquiries
Create CRM lead and follow-up tasks from web enquiries
Your PPC form submissions arrive untracked, leaving reps without contact context for timely follow-up. Get leads, notes, and follow-up calls created so reps can engage same day.
Workflow preview:
Zap details:
Overview
When PPC enquiries land without CRM records, reps scramble and prospects cool off. This flow captures each submission as a person, lead, and deal note, and creates same-day follow-up tasks so regional sales managers and enrollment coordinators can engage quickly and keep pipeline momentum.