Alert marketing ops and sales on new immigration leads
Alert marketing ops and sales on new immigration leads
Marketing ops see immigration form leads sit unread, causing intake to miss qualified contacts. It alerts intake and sales and logs CRM records so staff can prioritize outreach and prevent lost leads.
Overview
Immigration leads get lost when marketing ops can't surface form submissions to intake. This workflow routes every inquiry to intake and sales with alerts and CRM entries, eliminating missed follow-ups and enabling faster initial outreach.
Notable Features
- Send lead alerts to intake
- Create or update CRM contacts
- Escalate high-priority leads to reps