Create lead and deliver requested file to submitter

Your download form submissions lack CRM context and approval, causing manual lookups and slow file delivery. Get created leads and approved file emails to requesters for same-day follow-up.

Overview

Download requests often sit in inboxes and slow down delivery and follow-up; this flow captures requester details, routes approval, creates a CRM lead, and delivers the file. With approved files and a linked lead, reps can act with context and reach out the same day.