Add tagged online buyers as CRM contacts for follow-up

Your popup-sourced customer records arrive untracked, leaving campaign managers and sales reps without ready contacts for welcome messages. They get added to CRM and are ready for outreach same day.

Overview

When popup buyers don't reach your CRM, reps and campaign managers can’t follow up quickly. This flow captures tagged buyers, matches them to existing contacts, and makes records ready for outreach within minutes so outreach can start same day.