Skip to content

Add catalog requests to marketing list and board

Your catalog request form submissions arrive without a tracked lead, stalling follow-up and production prep. They get routed to the marketing list and project board so reps can act on them same day.

Add catalog requests to marketing list and board

Workflow preview:

Zap details:

Overview

Incoming catalog requests often arrive without routing, which delays follow-up and material preparation. This flow captures each request into your marketing audience and a tracked project item so campaign managers and sales reps can act the same day and avoid missed outreach.

Add catalog requests to marketing list and board