Add promo form submissions to CRM as accounts
Add promo form submissions to CRM as accounts
You receive promo signups that never reach CRM, leaving franchise teams without subscriber context for local outreach. It logs each signup to your CRM and sheet so reps can follow up the same day.
Overview
Promo signups often never make it into CRM, leaving franchise marketing and reps blind to new subscribers. This flow captures every submission into both a tracking sheet and CRM, so local teams have actionable records and can follow up the same day.