IT: Keep registration leads and timestamped activity ready

IT loses registrations to CRM gaps, leaving sales reps without timestamped outreach context. This flow creates or updates leads and logs a timestamp so sales reps get immediate outreach context.

IT: Keep registration leads and timestamped activity ready

Overview

When registrations don't become CRM leads, sales reps lack the context needed to start outreach and deals can stall. This workflow guarantees every registrant becomes a lead with a timestamped activity, giving reps immediate prospect context so response times drop and follow-ups stay consistent.

Notable Features

  • Create or update CRM leads
  • Log timestamped registration activity
  • Notify sales reps with context

IT: Keep registration leads and timestamped activity ready