Add inbound leads to dashboard and create events
Add inbound leads to dashboard and create events
Your inbound leads land in multiple owner sheets and dashboards, delaying triage and routing for booked demos. The workflow logs each lead and creates sales events so reps see booked demos same day.
Workflow preview:
Zap details:
Overview
Stop losing inbound prospects to manual routing—this captures every incoming lead into your central dashboard and owner lists and surfaces booked demos as Salesforce events. Marketing ops gain reliable intake and reps see booked demos same day for faster outreach.