Create CRM leads from contract request form submissions
Create CRM leads from contract request form submissions
Your contract request form submissions arrive untracked, leaving potential agent leads unassigned and slowing outreach. They are captured and routed to sales and your master sheet for same-day follow-up.
Overview
Unrouted contract requests create manual work and missed follow-ups; this flow captures every submission as a CRM lead and logs it to your master tracking sheet. Marketing ops and sales get a complete, normalized lead record within minutes for same-day outreach.