Send form when contact lifecycle flips to opportunity
Send form when contact lifecycle flips to opportunity
When a contact becomes an opportunity, your pipeline lacks an intake form submission and marketing can't enroll the lead. You get matched form submissions and same-day enrollment.
Overview
When a contact flips to opportunity, this workflow guarantees a matching intake form submission so marketing and sales start with identical records. That removes manual handoffs and delivers campaign enrollment and owner handoff within minutes.