Update master lead record from discovery form submission
Update master lead record from discovery form submission
Your discovery form responses aren't recorded in lead entries, leaving reps without contact or project context. It updates the master lead record and notifies the assigned rep for same-day outreach.
Overview
When discovery forms don't write back to your lead records, reps lose context and follow-ups stall. This flow writes form answers into the master lead record and pings the assigned rep so outreach happens same day and the pipeline stays accurate.