Capture & tag
Forms, webhooks and integrations create leads with form_id, source and campaign before anyone touches them.
Marketing Solution
Automate capture, tagging and sales handoffs
Connect capture → tag → assign → notify → task — so every form, webhook or portal enquiry reaches the right owner with source and campaign already attached.
Capture to CRM
Source & campaign tag
Sales assignment
Notify & task
The challenge
Marketing captures. Sales still finds out late.
Without a shared handoff path, leads sit unassigned, untagged or stuck in a shared inbox while response time dies.
Manual forwarding
Someone copies portal alerts into CRM, then pings a rep on chat — and attribution is already lost.
Unclear ownership
New leads have no owner. Round-robin and project rules never run because the capture step is disconnected.
No first task
Even when a rep is assigned, nobody creates the call or follow-up task — speed-to-lead suffers.
Capabilities
One path from enquiry to owner
Marketing capture and sales distribution share CRM data — configure the handoff once and let new leads move automatically.
Assign
Sales assignment / lead distribution routes by project, source, territory or round-robin on the same record.
Read moreNotify & task
Owner gets alerted and a follow-up task can start — so high-intent enquiries are worked immediately.
Data flow
Capture → tag → assign → notify → task
The marketing-to-sales handoff as one continuous sequence on shared CRM data.
Marketing → sales handoff
1
Capture
Form, webhook or portal
2
Tag
Source, campaign, project
3
Thank-you
Email template queued
4
Assign
Distribution rules run
5
Notify
Owner alerted
6
Task
Follow-up created
7
Measure
Attribution stays intact
1
Capture
Form, webhook or portal
2
Tag
Source, campaign, project
3
Thank-you
Email template queued
4
Assign
Distribution rules run
5
Notify
Owner alerted
6
Task
Follow-up created
7
Measure
Attribution stays intact
Marketing sets up
Capture forms, webhook fields, source defaults and thank-you templates.
Sales configures
Assignment order — project, source, territory or round-robin in lead distribution.
Together
Every new lead keeps attribution while the right owner is notified with a clear next step.
Examples
Handoffs that save hours every week
Practical capture-to-sales paths that keep source and campaign intact.
Website form submitted
Lead created with form defaults → thank-you email queued → assignment runs → owner notified with call task.
Portal webhook received
JSON carries source_id and campaign_id → CRM lead tagged → project pod gets the lead via distribution rules.
Meta / Google lead (add-on)
Ad enquiry lands with campaign context → spend stays measurable → sales works the same record.
Agent walk-in capture
Rep tags Offline → Walk-in → optional campaign → still lands in the shared queue with clean attribution.
Connects to sales assignment
Lead distribution is the assign step
Marketing workflow automation is not a separate black box. Once a lead is captured and tagged, sales assignment order decides the owner — territory, product, source, project or round-robin.
- Route by project or listing context
- Balance load with round-robin
- Prioritise high-intent ad / portal sources
- Notify the owner the moment ownership is set
Connected
Marketing automation meets sales execution
Capture, nurture, assignment and reporting share one CRM.
Lead capture
Forms, webhooks and portals start the workflow.
Read moreLead nurturing
Thank-you templates queue as part of the handoff path.
Read moreMarketing reports
Attributed leads and wins stay measurable after assignment.
Read moreMarketing Automation
Product overview of capture, campaigns and CRM alignment.
Read moreSales CRM
Owners work pipeline on the same lead marketing tagged.
Read moreLead distribution
Assignment order is the sales half of this workflow.
Read moreSee workflow automation in action
Book a demo to map capture → tag → assign → notify for your forms, portals and sales teams.