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Create CRM lead and log demo optin activity

Create CRM lead and log demo optin activity

Your demo opt-ins stay in the funnel without CRM records or activity logs, so reps miss new prospects. Create or update leads and log a demo activity so reps can contact them within minutes.

Create CRM lead and log demo optin activity

Overview

When demo signups never reach your CRM, reps lose the warm window and follow-up lacks context. This flow creates or updates leads and logs a demo activity so reps have full context and can reach out within minutes.

Create CRM lead and log demo optin activity