Add form submissions to marketing lists and contacts
Add form submissions to marketing lists and contacts
Your form submissions for servicer enrollment arrive without CRM records, causing manual entry and delayed nurture. They are added to contacts and marketing lists so campaigns can start the same day.
Overview
When servicer prospects submit enrollment forms, this flow gets them into your contact database and marketing lists immediately so campaign managers can begin nurture the same day. It eliminates manual entry, reduces follow-up lag, and ensures outreach starts within minutes of submission.