Add tagged leads from program form submissions to CRM
Add tagged leads from program form submissions to CRM
Your form signups arrive without tags or contact records, stalling confirmations. Tagged contacts are added to your lead list so campaign managers can start confirmations same day.
Overview
When signups reach you without tags or contact records, confirmations stall and outreach windows are missed. This flow captures each submission, creates a tagged lead record, and gets campaign managers starting confirmations same day.