Add guide download leads to CRM and list

Your guide signups arrive as unvalidated spreadsheet rows, leaving advisors with incomplete contact context. Validated, tagged leads flow into your contact systems so follow-up starts same day.

Overview

Stop copying guide signups manually and give advisors complete, validated contacts the moment they download. This flow enriches and tags leads, routes them into your CRM and marketing list, and gets outreach started the same day so high-value prospects are contacted faster.