Add incoming story leads to CRM and sheet
Add incoming story leads to CRM and sheet
Your interactive-story signups can bypass sales and tracking, breaking attribution and leaving reps in the dark. Leads become CRM records and tracking rows for campaign teams to act on same day.
Workflow preview:
Zap details:
Overview
Interactive-story signups should feed sales and reporting, not disappear into inboxes. With this flow, each submission becomes a CRM lead and a tracking row so campaign managers get attribution and reps can act same day.