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Create CRM deal and contact from onboarding form

Create CRM deal and contact from onboarding form

You get onboarding forms with messy handles and incomplete contact info that delay outreach. It creates cleaned contact and deal records and stores files so campaign managers can act same day.

Create CRM deal and contact from onboarding form

Overview

Manual onboarding handoffs often leave handles messy and files scattered, stalling campaign activation; this flow cleans handles, creates CRM deals and contacts, and centralizes files. Campaign managers get validated talent records and assets within minutes so outreach can start same day.

Create CRM deal and contact from onboarding form