Update lead status to nurture after form submission
Update lead status to nurture after form submission
Your borrower form submissions lack CRM context, leaving leads un-staged and without notes. This puts leads in your nurture stage with a pinned email note and clears open tasks within minutes.
Overview
When borrower submissions land without CRM updates, reps waste time chasing context and pipeline clarity suffers. This flow immediately sets those submissions to your nurture stage, pins the submitted email to the lead, and clears intake tasks so reps can act within minutes.