Why B2B Inquiry Forms Lose Leads and How to Route Them Reliably
A shared-inbox inquiry form can cause duplicate replies, unowned contacts, and lost submissions when the CRM is unavailable. The article argues for a process that persists each submission before anything else happens, so a CRM outage does not erase the lead. It recommends splitting form fields into routing, context, and free-text groups, and never routing on free text. The author proposes using the local database as the source of truth, with the CRM acting as a downstream copy synced through an outbox. Deduplication via a keyed unique index on email and company within a rolling window is presented as a way to prevent double-submissions and race conditions.
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