IT capture owner leads from income calculator into CRM

Sales reps miss owner leads from the income calculator form, causing lost follow-ups and stalled qualification. Every submission is captured with contact details and form context so reps can start qualification within minutes.

Overview

Sales reps lose owner leads when income-calculator submissions aren't captured, causing missed follow-ups and cooled interest. This workflow ensures every submission creates a CRM engagement, assigns an owner, and notifies the rep so qualification starts within minutes and missed follow-ups are eliminated.

Notable Features

Create CRM contact and engagement
Assign leads to sales owners
Notify reps with full context