Keep marketing ops alerted to new financing signups

Marketing ops miss financing signups, delaying eligibility reviews and follow-ups. This workflow notifies ops and marketing reviewers immediately, so eligibility checks begin and follow-up happens before escalation.

Overview

Marketing ops risk missed eligibility checks and delayed campaign follow-up when financing signups slip through. This workflow routes every signup to ops and marketing, creates reviewer tasks, and logs submissions for traceability, eliminating missed reviews and enabling faster coordination. Expect response times to drop and follow-up consistency to improve.

Notable Features

Notify ops and marketing instantly
Create reviewer task with details
Log submissions to central spreadsheet