Capture portfolio applicants for marketing ops in CRM

Marketing ops miss portfolio builder applicants when form entries don't become CRM contacts, letting prospects go cold. This creates a tagged CRM contact and notifies sales so follow-up starts quickly.

Overview

Marketing ops lose applicants when form responses never become CRM contacts, letting prospects go cold and thinning the top of the funnel. This workflow captures every portfolio builder submission, creates a tagged CRM contact, and alerts sales so follow-up happens before leads cool. The result is faster lead handoffs and far fewer missed follow-ups.

Notable Features

Create tagged CRM contacts
Notify sales on new applicants
Log submissions to tracking sheet