Keep marketing ops updated with sample request leads and tags

Marketing ops miss sample requests in forms, causing delayed follow-up and poor segmentation. It tags submissions as marketing contacts and logs them to a central tracker so ops can prioritize.

Overview

Sample requests buried in form inboxes create missed follow-ups and messy segments for marketing ops. This workflow converts each submission into a tagged CRM contact and a central tracker row, enabling ops to prioritize inbound interest and eliminate missed follow-ups. The result is cleaner lead lists, faster handoffs, and consistent follow-up.

Notable Features

Add and tag marketing contacts
Log submissions to central tracker
Notify ops for priority follow-up