Create sales lead and starter deal from portal
Create sales lead and starter deal from portal
Your portal franchise inquiries arrive without a tracked record, leaving reps without context and slowing follow-up. The workflow creates a CRM contact, starter deal, activity, and sheet entry so outreach happens same day.
Workflow preview:
Zap details:
Overview
Inbound franchise interest should be a starter opportunity, not a lost inbox item. This flow turns each portal submission into a tracked contact, starter deal, and follow-up task so reps and expansion managers can respond the same day and keep momentum.