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Create lead, notify team, and assign follow-up task

Create lead, notify team, and assign follow-up task

Your signups arrive without contact records or owner alerts, delaying outreach and costing enrollments. It creates a lead, alerts owners, logs data, and starts nurture so reps can call same day.

Create lead, notify team, and assign follow-up task

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Overview

When test-prep signups don't become actionable leads, enrollment staff miss high-intent prospects and revenue slips. This flow creates a contact record, alerts the on-call rep by SMS, logs the lead, and creates a follow-up task so reps can call same day.

Create lead, notify team, and assign follow-up task