Keep marketing contacts updated and enrolled from meeting invitees

Marketing coordinators miss nurture opportunities when meeting invitees aren't added to the CRM. This flow creates or updates contacts and enrolls them in nurture flows so marketing and sales follow up.

Overview

When meeting invitees don't make it into the CRM, nurture falls through the cracks and contact records get messy. This workflow captures invitees as CRM contacts and enrolls them in nurture flows, enabling consistent handoffs between marketing and sales. Customers report faster lead handoffs and zero missed follow-ups.

Notable Features

Create or update contact records
Enroll contacts into nurture flows
Notify marketing and sales reps