Skip to content
Add dealflow form signups to marketing list and sales sheet

Add dealflow form signups to marketing list and sales sheet

Your dealflow form submissions skip the newsletter and pipeline, leaving referrals untriaged. Get each submission into your email audience and sales sheet so coordinators can act same day.

Add dealflow form signups to marketing list and sales sheet

Workflow preview:

Zap details:

Overview

When dealflow signups bypass your lists, referrals sit idle and outreach stalls; campaign managers can't nurture effectively. This flow captures each submission into your email audience and logs it to the shared sales sheet so coordinators can act same day.

Add dealflow form signups to marketing list and sales sheet