Project managers get sales-ready leads and company records

Project managers missing inbound contacts force sales reps to chase incomplete info and deals to stall. This workflow creates company, contact, and a starter deal in your CRM so sales reps can engage prospects quickly.

Overview

Project managers lose pipeline accuracy when inbound contacts aren’t captured correctly. This workflow turns every contact request into a company record, contact, and starter deal so sales reps receive a complete lead ready for outreach, reducing manual handoffs and helping response times drop dramatically.

Notable Features

Create company and contact records
Open starter deal for follow-up
Notify assigned sales rep instantly