Keep business owners focused by prioritizing homepage leads

Business owners lose leads when homepage enquiries don't reach the CRM, causing deals to stall. It creates or updates contact, family and job records so sales reps can prioritize follow-ups.

Overview

Business owners lose momentum when homepage enquiries never update the CRM and deals stall. This workflow guarantees contact, family and job lead records are created or refreshed and routed to sales reps, delivering faster handoffs and zero missed follow-ups. Enable it to remove manual entry from your intake path so reps can focus on closing.

Notable Features

Create or update CRM contacts
Attach enquiries to family and job
Send alerts to sales reps