Marketing ops: Grab intake, create record, start onboarding

Marketing ops let onboarding submissions sit in email, causing qualification delays and missed program starts. It records intakes in your participant database and notifies ops to start qualification.

Overview

Onboarding bottlenecks leave applicants waiting and marketing ops scrambling. This workflow captures every intake into your participant database and routes notifications so qualification starts quickly. Teams report faster response times and zero missed follow-ups.

Notable Features

Create participant records instantly
Route new intakes to ops inbox
Flag incomplete submissions for review