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Create qualified contact and deal from form submission

Create qualified contact and deal from form submission

Your form submissions arrive untracked, leaving leasing enquiries uncaptured and hard to prioritize. They become CRM contacts with staged deals and a sheet log so coordinators can follow up same day.

Create qualified contact and deal from form submission

Overview

When web enquiries aren't logged, leasing and marketing teams miss leads and waste time on manual entry. This flow turns each submission into a CRM contact, a staged deal, and a central sheet row so coordinators can act the same day and pipeline reporting stays accurate.

Create qualified contact and deal from form submission