Add investor submissions to fundraising audience and tracker

Investor form submissions lack consistent tags, leaving outreach and access links unclear. It adds each investor to your nurture audience and logs a tracker entry so outreach can start same day.

Overview

Investor submissions frequently arrive without consistent audience tags or access links, which delays outreach and creates manual reconciliation work. This flow captures each submission into your nurture audience and logs a tracker entry so investor relations and ops can begin outreach the same day.