Create lead and notify inbox from form submissions
Create lead and notify inbox from form submissions
Your chat and voice form submissions arrive untracked, leaving reps without context and delaying outreach. Get leads added to intake and an internal email so reps follow up the same day.
Overview
Stop losing chat and voice contacts because form entries never reach your lead intake. This flow converts each qualifying submission into a CRM-ready lead and sends an internal notification so reps get context and can follow up the same day.