Ensure sales reps call web leads after form submission

Sales reps miss web leads when contact forms sit unassigned, letting prospects cool and deals stall. It creates a follow-up call task for the assigned rep so first touch happens within minutes.

Overview

Unassigned web leads let competitors respond first and deals stall. This workflow creates call activities for the owner and notifies reps, delivering faster response times and eliminating missed follow-ups.

Notable Features

Create call tasks for reps
Assign leads to correct rep
Notify reps via email or chat