For marketing ops: route web leads and rotate assignments

Marketing ops miss web contacts in spreadsheet rows, creating unassigned leads. It creates lead records and rotates assignments to marketing and sales inboxes so follow-up happens promptly.

Overview

Unassigned web contacts sitting in spreadsheets let prospects slip and slow down campaigns. This workflow captures every form lead, creates clean lead records, and rotates assignments to marketing and sales inboxes so follow-up happens faster and manual handoffs disappear.

Notable Features

Create standardized lead records
Rotate assignments to marketing and sales
Send notifications for new leads