Create deal activity note from form submission details
Create deal activity note from form submission details
Your form submissions arrive without structured deal context, leaving reps without course interest or contact details. They become attached as deal notes so reps and campaign leads can act same day.
Overview
Form responses often land disconnected from deals, leaving reps to chase context. This flow records each submission as a timestamped note on the related deal so reps and campaign leads see contact and course interest within minutes and can follow up same day.