Add petition leads to donor CRM and apply campaign tag

Your petition signups arrive as disconnected lead entries, forcing marketing to import and clean contacts manually. New leads are added and tagged for targeted outreach, ensuring follow-up same day.

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Overview

Leads from petition forms often stall in ad platforms and never make it into your donor database, delaying outreach; this flow captures and tags those supporters automatically. Marketing and program coordinators get clean, tagged contacts in the CRM within minutes, enabling same-day targeted follow-up.