Create marketing contacts from new construction customer records
Create marketing contacts from new construction customer records
Your PM system's new customer records often don't reach marketing, leaving homeowner contacts untracked and outreach delayed. Add them to marketing CRM so campaign managers can begin nurture same day.
Overview
If homeowner contacts only live in your project system, marketing misses the earliest outreach window and campaign momentum is lost. This flow captures new customer records into your marketing contacts, deduplicates by email, and tags records so campaign managers can begin nurture the same day.