Update lead status from incoming prospect web submissions

You get inbound prospect forms with inconsistent contact details, which stalls follow-up and deal momentum. It updates lead records and contact phones so advisers can follow up the same day.

Overview

Inbound prospect submissions often arrive with inconsistent contact data, slowing follow-up and eroding momentum on high‑value opportunities. This integration keeps CRM lead records and phone numbers current so your advisers can act the same day and preserve engagement windows.