Create a qualifying deal from new website contact

Your website contact signups arrive without deals, leaving reps without context and delaying outreach. Convert contacts into assigned, qualified sales deals so reps can follow up the same day.

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Overview

New website signups often arrive as contacts with no deal context, which delays first outreach and lowers conversion. This flow converts those signups into qualified, owner-assigned deals so reps have outreach-ready records and can act within hours.