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Create contact and deal from training signup form

Create contact and deal from training signup form

Training signups land in forms without CRM records, so booking details go untracked. It creates a contact and linked deal and sends the starter email so bookings are ready same day.

Create contact and deal from training signup form

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Overview

Stop copying form entries into boards and losing booking context—program coordinators need contact and deal records to start outreach. This flow creates a contact, a linked deal, and sends the starter email automatically so your booking team can respond same day.

Create contact and deal from training signup form