Create inquiry record and send confirmation to support

Your enquiry form responses land in inbox without CRM records, delaying surveyor assignment and follow-up. They are logged and a confirmation is emailed so coordinators can triage same day.

Overview

Inbound enquiries that sit in inboxes slow down triage and assignment; this flow captures each submission into your CRM and sends confirmations automatically. Intake coordinators get structured records and respondents receive acknowledgment, enabling same-day triage and clearer handoffs.