Add opt-in leads to contacts and send guide
Add opt-in leads to contacts and send guide
Your lead magnet signups sometimes arrive without a CRM contact, leaving campaign managers without context to act. They get added and emailed guide automatically, so outreach can begin within minutes.
Overview
When a prospect downloads a lead magnet you need that contact captured and the guide delivered immediately so marketing can act. This flow creates or updates the CRM contact and messages them within minutes, enabling campaign managers to begin targeted nurture without manual handoffs.