Route incoming web form leads to nearest branch office
Route incoming web form leads to nearest branch office
Your web form submissions lack ZIP context, so inquiries land in a shared inbox and follow-up is inconsistent. Get branch-assigned, prioritized leads for marketing and intake teams the same day.
Workflow preview:
Zap details:
Overview
When web leads arrive without location context, follow-up is delayed and prospects cool. This workflow routes each form submission to the nearest branch and appends a Preferred Branch so intake and marketing can begin outreach within minutes.