What it does
When someone submits a form on your website:- Captures the submission - pulls in every field from the form (name, email, company, message, etc.)
- Creates a contact record - or updates an existing one if they’re already in your CRM
- Enriches the data - adds company info, job title, social profiles, and more from the web
- Qualifies the lead - scores them against your ideal customer profile
- Routes them - places qualified leads in the right pipeline stage and can trigger outreach
Speed to lead
The gap between when a prospect fills out a form and when someone follows up is where most deals die. The Form Submission Agent eliminates that gap. It processes submissions in real-time and can hand off qualified leads to the Follow-Up Agent or Outreach Agent immediately.Configuration
Set up the Form Submission Agent by defining:- Which forms to capture - connect your website forms, landing pages, or third-party form tools
- Qualification criteria - company size, industry, job title, or any custom rule
- Routing rules - which pipeline stage and owner qualified leads should go to
- Follow-up triggers - whether to automatically draft a response for qualified leads