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Create deal and contact from project inquiry forms

Create deal and contact from project inquiry forms

Your project inquiry forms arrive without CRM records, delaying scope review and assignment for project managers. It creates contact and deal records so teams can triage and start planning same day.

Create deal and contact from project inquiry forms

Overview

When project requests come in through forms, manual entry delays triage and creates handoff friction. This flow captures each submission as a contact and deal in your CRM so project managers and sales coordinators can triage and assign same day.

Create deal and contact from project inquiry forms