Add incoming leads to CRM and tag them
Add incoming leads to CRM and tag them
Your website signups arrive without CRM tags or opt-in status, leaving outreach untracked and campaigns fragmented. You receive tagged, opt-in contacts in the CRM ready for outreach same day.
Overview
When signups arrive without tags or opt-in flags, outreach fragments and campaign ROI suffers. This flow captures each signup as a clean, opt-in contact, applies the right campaign tag, and forwards the lead to partners so outreach can start within minutes and you avoid lost opportunities same day.