Create CRM leads from website contact form submissions
Create CRM leads from website contact form submissions
Your website contact form loan enquiries arrive unstructured, leaving brokers without contact context or prioritized follow-up. This creates CRM leads automatically so brokers can respond same day.
Overview
Unrecorded website enquiries leave brokers without context and delay first contact, which stalls loan conversations. This flow captures each enquiry into your CRM and flags duplicates so brokers can act with full context, often enabling same-day outreach.