Add incoming lead, create task, and send intro message
Add incoming lead, create task, and send intro message
You receive marketplace leads without structured contact or project details, delaying outreach. Log leads to your database, create a sales task, and send an intro message for same-day follow-up.
Workflow preview:
Zap details:
Overview
Marketplace leads often arrive unstructured and sit uncontacted, costing momentum. This flow captures each submission, creates a CRM record and a templated sales task, and delivers an intro SMS so reps can engage prospects the same day.