Add free course signups to CRM and alert team
Add free course signups to CRM and alert team
Your course landing-page signups lack CRM records and pipeline context, leaving reps unprepared for outreach. They are added as contacts and opportunities so sales ops can follow up same day.
Workflow preview:
Zap details:
Overview
Landing-page applicants should arrive in your CRM with pipeline context, not sit untracked. This flow captures each signup as a contact and opportunity and posts an internal alert so sales ops and reps can assign and follow up same day.