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Create deal and add lead to marketing lists

Create deal and add lead to marketing lists

Your lead submissions arrive as raw payloads, lacking routing and context that slow responses. The workflow captures each lead into CRM, a shared sheet, and your marketing list for same-day follow-up.

Create deal and add lead to marketing lists

Workflow preview:

Zap details:

Overview

Incoming web leads must be routable and visible to both campaign managers and reps; this flow converts raw submissions into a CRM deal, a reporting row, and a marketing subscriber. That means your teams get structured leads and internal alerts so outreach can happen the same day.

Create deal and add lead to marketing lists