Keep marketing ops from losing web sales leads

Marketing managers watch web contact forms go unread, causing missed follow-ups and lost pipeline. This flow turns submissions into assigned sales cases so reps begin follow-up quickly.

Overview

Marketing ops lose pipeline momentum when web leads sit in inboxes. This workflow converts every contact form into a routed sales-support case, eliminating manual triage so sales reps start follow-up quickly. Customers report faster response times and zero missed follow-ups.

Notable Features

Create sales cases from forms
Assign cases to the right rep
Alert sales reps about new leads