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Create sample request deals from inbound web submissions

Create sample request deals from inbound web submissions

Your sample-request form submissions arrive without CRM records, leaving reps without context to fulfill orders. Capture leads and create deals with activity notes so sales can act same day.

Create sample request deals from inbound web submissions

Overview

Inbound sample requests often land without CRM records, causing manual re-entry and slow fulfillment. This flow captures each submission as a person and deal with a samples activity and postcode lookup, giving reps the context to act same day.

Create sample request deals from inbound web submissions