Add retirement guide leads to CRM and list
Add retirement guide leads to CRM and list
Your guide downloads land in a spreadsheet without follow-up, leaving adviser prospects uncontacted. It adds those contacts to CRM and marketing lists so advisers can begin outreach within minutes.
Overview
When guide downloads sit unprocessed in a sheet, advisers miss timely outreach and qualified prospects go cold. This flow captures downloads into your CRM and marketing list, validates phones, and notifies advisors so outreach can start within minutes.