Create CRM lead from website enquiry and log
Create CRM lead from website enquiry and log
Your website enquiries arrive as untracked form posts, leaving prospects unmanaged and follow-up delayed. Capture and log each enquiry as a CRM lead and spreadsheet row so reps can follow up same day.
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Overview
When website enquiries land as raw form posts, prospects slip through the cracks and reps lack context. This flow captures each submission as a CRM lead and logs it to a sheet so reps see full details and can follow up same day.