IT: keep CRM ad leads enriched and up to date

IT admins see ad leads land without CRM updates, leaving sales reps with stale contact context. It tags contacts with campaign source and last-contact, so sales reps act on fresh leads.

Overview

Stale CRM records let ad leads slip through and slow down sales follow-up. This workflow enriches contact records with campaign source and last-contact timestamps, turning raw form submissions into sales-ready records so reps can follow up with accurate context and response times drop dramatically.

Notable Features

Update CRM contact records
Add campaign source to contacts
Stamp last contact timestamps