Create deal and contact from website contact form

Your contact form submissions often land untracked, so reps lack contact context and opportunities slip. Capture contacts and create deals instantly so reps can start outreach the same day.

Create deal and contact from website contact form

Overview

Unprocessed website submissions leave reps guessing and slow down pipeline progression. This flow captures each inquiry as a contact and opens a deal automatically, attaches a brochure when available, and sends an acknowledgement so reps have context and can begin outreach the same day.

Create deal and contact from website contact form