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Create and record incoming opt-in leads with activity

Create and record incoming opt-in leads with activity

Your opt-in submissions land without CRM records or context, leaving reps with no background for outreach. Capture each submission as a lead with an activity note so reps can follow up same day.

Create and record incoming opt-in leads with activity

Overview

When opt-in payloads arrive without CRM records, reps waste time researching and miss outreach windows. This flow captures submissions as leads, attaches an immediate activity note, and assigns an owner so reps can contact prospects same day.

Create and record incoming opt-in leads with activity