Notify producers of new contact form leads immediately
Notify producers of new contact form leads immediately
Your contact form entries in the intake sheet can sit unassigned, leaving brokers without context. The workflow sends producers submission context so leads are actioned within minutes.
Overview
Contact form leads need to reach producers with context immediately, or outreach momentum is lost. This flow delivers submission details to the right producers within minutes so follow-up happens faster and leads don't go cold.