Keep sales ops pipeline stocked with qualified leads

Sales ops see form leads slip through marketing, causing qualified prospects to go cold and outreach to start late. It creates company and primary contact records and subscribes leads to marketing for immediate outreach.

Overview

Leads cool off and deals slip when form submissions sit unprocessed; sales ops end up firefighting data gaps. This workflow guarantees every submission becomes a company and primary contact record and is marked subscribed, enabling sales reps to start outreach quickly and preventing qualified leads from falling through the cracks.

Notable Features

Create company and contact records
Subscribe leads to marketing lists
Notify sales reps of new leads