Add form download requests to marketing contacts and notes
Add form download requests to marketing contacts and notes
Your download form submissions lack CRM context, leaving campaign managers unable to prioritize outreach. This routes submissions into your marketing contacts with a note for same-day follow-up.
Overview
Download requests are high-intent signals that need context before outreach; without it, campaign managers waste time chasing cold leads. This flow turns each request into a tagged contact with a note and immediate inbox visibility so your team can begin nurture the same day.