Fahad Hussain CRM & Automation Specialist

GOHIGHLEVEL_04

Claim Offer Form Submit

Insurance form leads are routed by interest (New Insurance, New Policy or Other). Each lead gets its own tag and an opportunity is created or updated.

  • Trigger: Form Submitted
  • Lead routing
  • Tags
Claim Offer Form Submit

Insurance form leads are routed by interest (New Insurance, New Policy or Other). Each lead gets its own tag and an opportunity is created or updated.

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