Create CRM lead and send instant message alert
Create CRM lead and send instant message alert
Your loan inquiry forms bypass the CRM, leaving reps with no contact or priority context. The workflow creates CRM contacts and sends instant alerts so reps can follow up within minutes.
Overview
When web leads land outside the CRM, reps can't act quickly and high-intent prospects cool off. This flow turns every incoming loan inquiry into a CRM contact, logs it centrally, and pings the right rep so follow-up happens within minutes.