What marketing runs on
Forms & lead capture
Build public forms whose submissions create records on an object. Branch on answers, and end on a thank-you, redirect, or embedded booking calendar.
Scheduling
Share booking links with availability rules so prospects self-book demos, standalone, or as a form ending.
AI enrichment
A Research property agent fills firmographics from the web; a Classify agent tags each lead into a closed set of segments.
Nurture sequences
Multi-step outreach across email and SMS with explicit waits and per-recipient office-hours constraints.
Workflows
Fire on a new submission to set a score property, route by segment, and notify the owner.
Reporting
Live, drillable charts, a funnel of pipeline stages, counts grouped by source or campaign.
Set it up like this
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Enrich & qualify
Attach a property auto-fill agent to enrich each new lead (Research) and tag it (Classify). A workflow sets a score property and routes it.
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Measure
Build a dashboard of report blocks (funnel velocity by stage, submissions by source) and drill any segment to the records behind it.