Create contacts from form opt-ins and tag opted-in

Your opt-in form submissions sit in a table and don't reach your contact list, causing outreach gaps. Get contacts added and tagged for opt-in so campaign managers can begin nurture same day.

Create contacts from form opt-ins and tag opted-in

Overview

When opt-ins only live in your form table, campaign managers miss prospects and manual entry delays campaigns; this flow writes each submitter, broker, and primary contact into your marketing database and tags opt-ins. That delivers ready-to-send audiences so campaign managers can begin nurture same day.

Create contacts from form opt-ins and tag opted-in