Create CRM lead and send application confirmation email
Create CRM lead and send application confirmation email
Your credit application submissions lack owner context and document tracking, causing approval delays. You get immediate applicant confirmations and rep assignments so follow-up happens same day.
Overview
When a credit application hits your site it needs an owner and proof of documents immediately. This flow turns each form into a CRM lead, generates the PDF application, and emails both the customer and assigned rep so follow-up happens same day.