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Marketing ops capture day-pass leads and notify sales reps

Marketing ops capture day-pass leads and notify sales reps

Marketing ops lose day-pass leads in forms, so sales reps miss outreach and walk-ins. This flow creates or finds CRM leads and notifies reps so outreach is prioritized.

Marketing ops capture day-pass leads and notify sales reps

Overview

Untracked day-pass leads let prospects slip and reduce walk-in conversions. This workflow turns every submission into a found-or-created CRM lead and alerts the right rep, ensuring logged prospects, prioritized outreach, and far fewer missed follow-ups.

Notable Features

  • Create or find CRM leads
  • Log request as CRM note
  • Notify sales reps via Slack

Marketing ops capture day-pass leads and notify sales reps