Create new lead and opportunity from website form
Create new lead and opportunity from website form
Your website contact form submissions land disconnected from CRM, delaying outreach and leaving reps without context. Capture leads and open opportunities so reps can start outreach the same day.
Overview
When website inquiries arrive untracked, reps spend time matching details and opportunities cool off. This flow captures each submission as a contact and opportunity and logs it for reporting so your sales team can begin outreach the same day.