For IT: Keep sales reps notified of new check-in leads

Sales reps miss check-in forms when alerts are buried in a shared inbox, letting warm leads cool. IT emails the lead owner and ops contact so reps start outreach before opportunities cool.

Overview

Missed check-ins let competitors respond first and stall pipeline. This workflow ensures lead owners and ops get alerted on every form submission, turning intake into immediate outreach and protecting opportunity momentum. IT can implement it quickly and maintain reliable handoffs with clear fallback routing.

Notable Features

Send owner and ops alerts
Include full form details
Route unassigned leads to ops