Create site inquiry case and enrich contact record

Your sidebar form inquiries lack source context, leaving sales reps unsure how to prioritize. You get actionable inquiry records so reps can follow up same day.

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Overview

Sidebar website inquiries often arrive without source data, leaving reps chasing basic context and missing same-day opportunities. This flow captures each qualifying submission as a CRM case, enriches the related contact or lead with source and ad click identifiers, and routes it to the configured owner so reps can respond the same day.