Engineering: Capture peer-invited leads for marketing and onboarding

Marketing coordinators lose peer-invited users when invites go untracked, stalling outreach. Create pending lead records in your engagement platform so onboarding begins before activation.

Overview

Peer-invited users often slip out of the funnel, leaving marketing blind and onboarding reactive. This workflow turns every invite into a tracked lead and notifies stakeholders so onboarding can start before activation, reducing missed outreach and delivering faster first contact.

Notable Features

Create pending lead records
Notify marketing and onboarding instantly
Attach inviter and company context