Create CRM lead and deal from course signup
Create CRM lead and deal from course signup
Form course signups arrive without CRM records, so reps can't follow up or schedule. It creates contact, company and deal records so reps confirm enrollment the same day.
Overview
When form signups don't become CRM records, follow-up stalls and seats remain unconfirmed. This flow captures each registration into contact, company, and deal records and notifies the owner so reps can confirm enrollments the same day.