Create CRM deals from new social lead forms
Create CRM deals from new social lead forms
Your paid social course signups land without context, so reps can't prioritize outreach or schedule enrollments. Leads are recorded with owner and deal details so sales can act within minutes.
Overview
Paid social signups for training must become qualified opportunities the moment they arrive — otherwise enrollment momentum stalls. This flow captures each form submission into CRM, creates a deal, and assigns an owner so reps can follow up within minutes, keeping outreach timely and relevant.