Marketing to Lead

Use this flow to turn spend and content into leads CRM can own. Attribution stays on the lead so Sales sees the source.

Apps involved: Product Marketing · CRM

Run the campaign

Define audience, channel, budget, and offers. Link landing forms or imports to the campaign.

Create the lead

Each response becomes a CRM lead with campaign attribution (not a free-floating contact).

Score and hand off

Scoring and assignment (territory / round-robin) push the lead into Lead-to-Cash.

Cross-app hand-offs

FromToWhen
Campaign responseLeadForm or import
Score thresholdSales ownerAssignment rules