Keep sales ops' CRM leads enriched with form UTM

Sales ops lose lead context when form answers and UTM tags don't reach CRM, causing misrouted prospects. This flow enriches CRM leads with form responses and UTM tags so reps can qualify and route faster.

Overview

Incomplete form answers and missing UTM attribution leave reps qualifying blind and routing prospects incorrectly. This workflow ensures every application response and UTM tag lands on the CRM lead, eliminating manual lookups and enabling reps to qualify and route prospects faster with zero missed follow-ups.

Notable Features

Update CRM records with form answers
Map UTM fields to CRM
Notify reps on enriched leads