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Create CRM lead from incoming web form submissions

Create CRM lead from incoming web form submissions

Your web 'more info' submissions arrive untagged and unassigned, leaving intake staff without owner or campaign context. Leads are created with source and UTM details for same-day follow-up.

Create CRM lead from incoming web form submissions

Overview

Untagged web inquiries often sit unassigned and reduce conversion — this flow captures each web form webhook into CRM with source and UTM context so intake and sales staff see full contact details immediately. Leads are created the moment the form arrives and are re-routed after three days for escalation, enabling same-day outreach and clearer handoffs.

Create CRM lead from incoming web form submissions