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Create lead records and notify staff from popup

Create lead records and notify staff from popup

Your popup signups lack tracked contacts and context, so callbacks and consult prep are missed. Leads get routed to staff and logged for same-day outreach.

Create lead records and notify staff from popup

Overview

Popup signups are high-intent but often arrive anonymous and untracked, forcing manual logging and slow callbacks. This flow captures every submission, emails your staff instantly, logs the lead centrally, and enrolls the contact in your campaign so you can perform same-day outreach.

Create lead records and notify staff from popup