Create new membership lead from web inquiry form

Your web inquiry form submissions often sit unentered, leaving membership prospects without timely follow-up. Add each submission to prospect records so sales and ops can contact leads same day.

Overview

Web inquiries are only valuable when they reach your reps quickly and with clean data. This flow captures each form submission into your prospect records and a tracking sheet, so reps can act the same day and marketing keeps a clean source of truth.