Create lead records from website intake form submissions
Create lead records from website intake form submissions
Your website intake forms arrive without campaign source or structured data, delaying client follow-up. It logs each submission into a lead table and posts to the intake CRM for same-day triage.
Overview
A tangled intake flow costs response speed and blurs campaign ROI—especially for agency-managed clients. This flow standardizes source attribution, writes a structured lead record, and pushes leads to the intake CRM so teams can triage and follow up the same day.