Add CRM leads to marketing audiences and notify team

Your CRM deals from qualifying channels miss ad audiences and mailing lists, wasting ad spend. This captures qualifying leads into audiences, email lists, and a central record for same-day retargeting.

Overview

New deals from specific channels should fuel your ad audiences and nurture streams, not leak into a black hole. This flow captures qualifying CRM deals into audiences, mailing lists, and your lead database so campaign managers can retarget and follow up same day.