Skip to content

Add new company registrants to CRM and mailing lists

Untracked company registrations leave marketing ops without contact context for onboarding. You get contact and company records plus a team alert so welcomes go out same day.

Add new company registrants to CRM and mailing lists

Workflow preview:

Zap details:

Overview

New company signups are the start of your funnel; when records sit unprocessed, welcome campaigns and onboarding stall. This flow creates clean company and contact records, subscribes registrants to welcome lists, and alerts the team so outreach happens the same day.

Add new company registrants to CRM and mailing lists