Create routed contact records for incoming website forms
Create routed contact records for incoming website forms
Your website contact submissions arrive uncategorized, delaying intake for program coordinators and regional advisors. It delivers each submission to the correct team for same-day follow-up.
Workflow preview:
Zap details:
Overview
Untriaged website contacts create intake backlog and missed outreach. This workflow classifies each submission and routes it into the correct internal list so program coordinators and regional advisors can start follow-up the same day.