Engage with Clarizen

Get Started. It's Free
or sign up with your email address
Rocket clouds
Engage with Clarizen by Mind Map: Engage with Clarizen

1. Start Trial

1.1. Create Org + User

1.1.1. Contact exists in SF

1.1.1.1. Add Org to Contact's account

1.1.1.1.1. Add user to contact

1.1.2. Contact no exists in SF

1.1.2.1. Lead has an Org(s) associated

1.1.2.1.1. Add Org to Lead and Mark has Trial

1.1.2.1.2. Find other Clarizen Users with this mail, and associate their leads and Org to this Lead

1.1.2.1.3. Alert Lead Owner by Email

1.1.2.2. Lead has no Orgs associated

1.1.2.2.1. Add Org to Lead

1.1.2.2.2. Find other Clarizen Users with this mail, and associate their leads and Org to this Lead

2. User Invited

2.1. Create Clarizen User

2.1.1. Add user to existing Org

2.1.2. Reflect activity to Sales Owner

3. Product Tour

3.1. Lead does not Exist

3.1.1. Marketo creates Lead

3.2. Lead exists in Marketo

3.2.1. Update score in Marketo

3.2.1.1. Sync into SF as "Sales Qualified"???

3.2.1.1.1. Find other Leads with Same Domain and Link