Add new CRM contacts to your marketing segment
Add new CRM contacts to your marketing segment
New CRM contacts not enrolled in email lists leave mortgage prospects unnurtured and outreach inconsistent. Enroll them into your marketing segment so welcome messages reach prospects within minutes.
Overview
When new contacts sit in your CRM but aren’t enrolled in email lists, welcome and guidance sequences get delayed and prospects cool off. This flow enrolls valid new contacts into your marketing segment instantly so branch managers and marketing ops can send timely mortgage guidance the same day.