Create CRM lead and follow-up tasks from web form

Your website enquiry form submissions arrive untracked, leaving prospects unassigned and outreach delayed. Capture and route leads into your CRM with owner assignment and same-day follow-up.

Overview

Untracked website enquiries cost you same-day conversations and warm opportunities. This flow captures each submission as a CRM person and lead, tags it with campaign source, and creates an immediate follow-up task so reps can contact prospects the same day. That reduces manual entry and ensures regional managers see pipeline-ready enquiries immediately.