Keep project managers alerted to new ebook ad leads

Project managers tracking ebook ad responses see submissions buried in inboxes, causing qualified prospects to go cold and outreach windows to slip. It notifies the rep so outreach is prioritized.

Overview

Project managers risk qualified ebook leads going cold when submissions sit unseen and outreach windows close. This workflow pushes lead details to the assigned salesperson and creates a CRM record, turning intake into prioritized outreach. The outcome is faster response times and far fewer missed follow-ups.

Notable Features

Notify assigned salesperson with details
Create or update CRM contact
Flag high-intent leads for follow-up