Create intake leads from website inquiry form submissions
Create intake leads from website inquiry form submissions
Your web form submissions arrive without CRM records, leaving intake coordinators unable to qualify prospects quickly. Leads are created in your intake system for same-day follow-up.
Overview
Form submissions often land as untracked messages, slowing intake and cooling prospects. This flow converts each submission into a recorded intake lead so coordinators can qualify and reach out the same day, preserving momentum.