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Create lead and contact from website intake submissions

Create lead and contact from website intake submissions

Your website intake submissions don't create CRM contacts, leaving prospects unassigned and outreach delayed. Advisors can follow up same day when contact and lead records are created automatically.

Create lead and contact from website intake submissions

Overview

When website inquiries don't become CRM records, consultants miss timely outreach and prospects go cold. This flow captures each submission as a person and linked lead, assigns ownership, and gets advisors following up same day to protect pipeline velocity.

Create lead and contact from website intake submissions