Give enquiries context
Alongside the message, collect the service of interest and source page. Ask only for necessary data and separate marketing consent from the enquiry.
Define ownership
An enquiry needs an owner and a clear status. Agree assignment rules and check what happens if the integration fails.
Test the full journey
Send a test enquiry, check its storage and notification, then verify follow-up. Include errors and duplicate submissions in testing.
Every organisation has different needs. This guide provides general ideas: a project is defined after analysing your context.