Create merchant CRM records from website form submissions
Create merchant CRM records from website form submissions
Your merchant form submissions lack linked company or contact records and stall onboarding. The workflow creates linked CRM company and contact records so onboarding starts same day.
Overview
When merchant activation forms don't create linked CRM records, onboarding stalls and account managers waste time chasing details. This workflow captures submissions as full company and contact records, links contacts to companies, and gets onboarding teams ready to act same day.