Create qualified lead records from web intake submissions
Create qualified lead records from web intake submissions
Your web intake submissions arrive untracked, leaving reps without campaign context and delaying follow-up. Capture records with source attribution and notify owners for same-day outreach.
Overview
Stop losing paid-search and organic attribution when forms arrive — those gaps cost follow-up opportunities and client confidence. This flow captures intake submissions with normalized source data, creates lead records, emails the prospect a signing link, and delivers internal alerts so account teams can act same day.