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Create opt-in deal from consultation forms for sales

Create opt-in deal from consultation forms for sales

Your consultation form submissions lack linked CRM records, leaving prospects untracked and follow-up delayed. Capture and update person records and opt-in deals so reps prioritize outreach same day.

Create opt-in deal from consultation forms for sales

Overview

Intake signups that aren't mapped to CRM people or deals create manual work and let prospects grow cold. This flow creates or updates person records and opens opt-in deals so your sales team can prioritize outreach same day and shorten response time.

Create opt-in deal from consultation forms for sales