Create RFI records from website contact form submissions
Create RFI records from website contact form submissions
Website contact form submissions arrive unstructured, leaving reps without context and delaying outreach. This creates an RFI record so teams can triage and respond within the same business day.
Overview
Inbound website RFIs often arrive with no structure, leaving reps underprepared and follow-up delayed; this flow creates a CRM RFI record the moment a form is submitted. Your reps and intake coordinators get full inquiry context and can triage or reach out within the same business day.