Create lead and send assessment PDF to respondent
Create lead and send assessment PDF to respondent
Assessment submissions arrive untracked, leaving reps without contact records or scores. It creates a lead, stores responses, and emails a PDF so reps can follow up same day.
Overview
When assessment responses come in, reps need contact context and a deliverable to open conversations. This flow captures each submission as a lead, stores answers, generates a personalized PDF, and emails the respondent so reps can begin outreach same day. It removes manual intake work and hands reps an immediate, contextual touchpoint.