Update lead profile and log opt-in activity from landing page
Update lead profile and log opt-in activity from landing page
Your landing-page optins arrive without CRM context, leaving reps without source or campaign data. The workflow enriches lead records and logs an opt-in activity so reps can prioritize outreach same day.
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Overview
Landing-page opt-ins often arrive without campaign context, leaving reps to guess priorities. This flow enriches leads with UTM and form details and logs a dated opt-in activity, so reps see why a contact converted and can follow up the same day.