Create study leads from form submissions for CRM

Your study inquiry form entries arrive messy, leaving marketing without campaign metadata or outreach context. Get leads into your CRM with mapped tags so campaign managers can start outreach same day.

Create study leads from form submissions for CRM

Overview

Messy form submissions slow campaign activation and leave outreach without context. This flow standardizes submissions, maps program and office codes, and posts clean lead records to your intake endpoint so campaign managers can act the same day.

Create study leads from form submissions for CRM