Create scorecard PDF, email lead, and notify team
Create scorecard PDF, email lead, and notify team
Your scorecard form responses sit unprocessed, delaying follow-up and leaving outreach without context. It sends a PDF to the respondent, creates a CRM lead, and notifies your team same day.
Overview
When a scorecard form is submitted, you need the lead captured and the assessment delivered immediately to enable timely outreach. This workflow generates a branded PDF, emails it to the respondent, creates a CRM lead, and alerts your reps so outreach can begin within minutes.