Create new lead record and send welcome message
Create new lead record and send welcome message
You get form submissions without structured lead records or owners, causing delayed outreach and missed first touch. The workflow creates a lead, upserts contact, and sends a WhatsApp so reps can follow up same day.
Workflow preview:
Zap details:
Overview
Form submissions often arrive as raw entries that leave reps without context and slow response times. This flow captures each entry as a lead, updates contact records, and sends an immediate WhatsApp so reps can act the same day.