Skip to content
Log inSign up
Templates
Create enquiry contact and case from form submissions

Create enquiry contact and case from form submissions

Your course enquiry submissions arrive without owner context, delaying bookings and leaving prospects cold. The workflow creates contacts and enquiry cases so coordinators can follow up same day.

Create enquiry contact and case from form submissions

Overview

Unassigned course enquiries cost bookings and waste coordinator time. This flow turns each form submission into a CRM contact, an assigned enquiry case, and an SMS list entry so your coordinators can respond same day and protect booking momentum.

Create enquiry contact and case from form submissions