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Create lead and contact from new platform signup

Create lead and contact from new platform signup

Your signup records aren't in CRM, leaving new learner prospects unsegmented and outreach delayed. This creates person and lead records so campaign managers can begin nurture the same day.

Create lead and contact from new platform signup

Overview

Qualified signups that never reach CRM make campaigns blunt and slow. This flow captures eligible signups as person and lead records so campaign managers and enrollment coordinators can begin targeted outreach the same day.

Create lead and contact from new platform signup