Streamline sales lead intake and create pipeline-ready deals

Sales reps miss leads when form submissions stay in spreadsheets, causing deals to stall. This workflow creates or updates company and contact records and opens a deal so reps can start outreach quickly.

Overview

Manual lead entry leaves reps chasing records and lets prospects slip, causing deals to stall and forecasts to miss. This workflow turns every form submission into a linked company, contact, and deal so reps can start outreach quickly, eliminating manual entry and giving you a cleaner, more actionable pipeline.

Notable Features

Create or update company records
Open a new deal per lead
Alert sales reps on new prospects