Respond to website leads with assigned opportunity tasks

Sales reps lose inbound leads when contact forms go untriaged, letting competitors respond first. Each form creates an opportunity and an assigned follow-up task so reps can start outreach immediately.

Overview

Untriaged web inquiries let competitors win leads and stall your pipeline. This workflow turns every contact form into a tracked opportunity with an assigned follow-up task, ensuring reps begin outreach immediately so response times drop dramatically.

Notable Features

Create opportunity records from forms
Assign follow-up tasks to reps
Check for existing lead before creating