Inbound

Should every form fill create a deal, or route to a central workflow first?

Point every form at one central qualification-and-routing workflow rather than letting each form create records its own way. One deal-creation path means one place to change the rules, one place to instrument, and one explanation when a lead goes missing.

Per-form workflows are how companies end up with six subtly different definitions of the same event. Centralise the decision, then let the form pass its context (campaign, offer, page) as data into that workflow. It also makes the enrichment step reusable instead of duplicated per form.

Evidence

What this is based on

Every claim above comes from work LeanScale published. These are the sources.

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