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Create sales deals from web enquiry form submissions

Create sales deals from web enquiry form submissions

Your website enquiry forms aren't pushed into CRM, leaving leads unqualified and reps without context. This creates person and deal records so reps and campaign managers can follow up the same day.

Create sales deals from web enquiry form submissions

Overview

When web enquiries don't become CRM records, follow-up stalls and revenue opportunities cool off. This flow captures form submissions into person and deal records and pins the enquiry to the record, enabling reps to respond the same day.

Create sales deals from web enquiry form submissions