Capture new chart contacts for sales ops and marketing

Sales ops lose chart contacts when new charts aren't added to the leads database, letting qualified prospects slip out of nurture. This workflow captures each chart contact and subscribes them to your nurture audience so sales and marketing begin follow-up within minutes.

Overview

Missed chart contacts create gaps between marketing and sales and let qualified prospects tumble out of nurture. With this workflow, every new chart contact becomes a lead record and is added to the nurture audience, so sales ops and marketing begin follow-up quickly. Expect fewer missed follow-ups and noticeably faster response times.

Notable Features

Create lead record from chart
Add contact to nurture audience
Search and prevent duplicate entries