Trigger lead intake workflow from information request forms
Trigger lead intake workflow from information request forms
Your information request form often sits untriaged, leaving prospects waiting and reps lacking submission context. This routes submissions into your intake process so teams can respond same day.
Overview
New information requests must be routed and structured immediately so interest is captured while it’s fresh. This flow turns raw form submissions into a normalized intake payload and posts it to your intake pipeline within minutes, enabling reps to follow up same day.