Create CRM lead, add contact, and alert sales reps
Create CRM lead, add contact, and alert sales reps
Your contract opt-in submissions lack structured records, leaving reps without context and slowing outreach. Leads are created, tagged, and your sales channel is notified for same-day follow-up.
Workflow preview:
Zap details:
Overview
Convert raw contract opt-ins from webhooks into actionable leads instead of siloed messages. You get populated CRM records, a logged activity, an immediate iMessage to the contact, and a Slack alert so reps can follow up within minutes.