Create survey activity on lead record for follow-up
Create survey activity on lead record for follow-up
Your webinar survey responses arrive without CRM context, so reps lack the context to prioritize and prep for follow-up. Reps can act on responses the same day.
Overview
When post-event survey answers aren't recorded in CRM, reps miss context and follow-ups stall. This flow attaches each response to the matching lead as a survey activity so reps have the context to act the same day.