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Create new lead and note from thank-you form

Create new lead and note from thank-you form

Your thank-you form submissions for sheds and coops aren't recorded in your lead list, so prospects go uncontacted. Capture contacts and add notes to reach prospects same day.

Create new lead and note from thank-you form

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Overview

When website thank-you submissions aren't captured, interested buyers for sheds and coops can slip away. This flow records each submission as a contact, attaches the full response as a note, and stages the lead so you can reach prospects same day.

Create new lead and note from thank-you form