Skip to content
Log inSign up
Templates
Create new CRM lead and deal from landing form

Create new CRM lead and deal from landing form

Your landing page enquiries for a property arrive untracked, leaving agents without contact context or pipeline entry. They're added to CRM with a deal so agents can follow up the same day.

Create new CRM lead and deal from landing form

Overview

Landing page enquiries often slip out of your pipeline because they never make it into CRM; this flow captures every submission, creates contact and deal records, and alerts your sales inbox so agents can act quickly. That means faster outreach and visible pipeline entries the same day.

Create new CRM lead and deal from landing form