Add guide signups as tagged prospects in CRM

Your guide signups arrive without source tags or CRM records, delaying follow-up and hurting attribution. Create tagged prospect records instantly so campaign managers can nurture leads same day.

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Overview

When guide signups come in without CRM records or source context, campaign managers can't segment or follow up quickly. This flow creates formatted, tagged prospect records with referral details so marketing ops can start nurture and reporting the same day.