Create CRM lead from community page contact submissions
Create CRM lead from community page contact submissions
Your community page enquiries go untracked when submissions aren't routed to CRM, leaving sales unable to triage leads. They enter CRM with context so coordinators can follow up same day.
Overview
Website enquiries from your community pages should land in CRM instantly rather than languishing in inboxes. This flow converts submissions into lead records with community context and opt-in flags, enabling your coordinators to triage and contact prospects same day.