Campaign to Conversion

Launch a campaign, capture leads, qualify contacts, close deals — the marketing-to-sales handoff.

The campaign-to-conversion workflow bridges Marketing and CRM. A Campaign launches, a Form captures submissions, leads flow into the CRM pipeline, and deals close -- all within the same typed graph.

Full Flow

import { Campaign, Form } from '@headlessly/marketing'
import { Contact, Lead, Deal } from '@headlessly/crm'

// 1. Launch campaign
const campaign = await Campaign.create({
  name: 'Q1 Product Launch',
  channel: 'email',
  segment: 'segment_dR2xPmKv',
  status: 'Draft',
})
await Campaign.launch({ id: campaign.$id })

// 2. Capture form submission
const form = await Form.submit({
  form: 'form_hT5wNqJx',
  data: { name: 'Bob Rivera', email: 'bob@startup.io', company: 'StartupIO' },
  campaign: campaign.$id,
})

// 3. Auto-create lead from form submission
Form.submitted(async (submission, $) => {
  const contact = await $.Contact.create({
    name: submission.data.name,
    email: submission.data.email,
    stage: 'Lead',
    source: submission.campaign,
  })
  await $.Lead.create({
    contact: contact.$id,
    campaign: submission.campaign,
    score: 50,
  })
})

// 4. Qualify and create deal
await Contact.qualify({ id: 'contact_nM6rYwLp' })
const deal = await Deal.create({
  name: 'StartupIO Pro',
  value: 12_000,
  contact: 'contact_nM6rYwLp',
  stage: 'Prospecting',
})

// 5. Close
await Deal.win({ id: deal.$id })

Step-by-Step Breakdown

Step 1: Create and Launch a Campaign

A Campaign targets a Segment through a specific channel. Launching transitions it from Draft to Active.

import { Campaign } from '@headlessly/marketing'

const campaign = await Campaign.create({
  name: 'Q1 Product Launch',
  channel: 'email',
  segment: 'segment_dR2xPmKv',
  status: 'Draft',
})
await Campaign.launch({ id: campaign.$id })
// campaign.$id => 'campaign_jW3tFbXn'
// campaign.status => 'Active'

Step 2: Capture Form Submissions

A Form captures leads. Each submission links back to the campaign for attribution.

import { Form } from '@headlessly/marketing'

await Form.submit({
  form: 'form_hT5wNqJx',
  data: { name: 'Bob Rivera', email: 'bob@startup.io', company: 'StartupIO' },
  campaign: 'campaign_jW3tFbXn',
})

Step 3: Auto-Create Leads

The Form.submitted after-hook bridges Marketing into CRM by creating a Contact and Lead.

import { Contact, Lead } from '@headlessly/crm'

Form.submitted(async (submission, $) => {
  const contact = await $.Contact.create({
    name: submission.data.name,
    email: submission.data.email,
    stage: 'Lead',
    source: submission.campaign,
  })
  await $.Lead.create({
    contact: contact.$id,
    campaign: submission.campaign,
    score: 50,
  })
})

Step 4: Qualify and Create Deal

Once the lead is scored, qualification transitions the contact and a Deal is created.

import { Deal } from '@headlessly/crm'

await Contact.qualify({ id: 'contact_nM6rYwLp' })

const deal = await Deal.create({
  name: 'StartupIO Pro',
  value: 12_000,
  contact: 'contact_nM6rYwLp',
  stage: 'Prospecting',
})
// deal.$id => 'deal_qP8vJxRn'

Step 5: Close the Deal

Winning the deal completes the marketing-to-sales handoff.

await Deal.win({ id: 'deal_qP8vJxRn' })

Event Flow

Step	Event	Payload
Campaign created	`campaign.created`	`{ $id: 'campaign_jW3tFbXn', status: 'Draft' }`
Campaign launched	`campaign.launched`	`{ $id: 'campaign_jW3tFbXn', status: 'Active' }`
Form submitted	`form.submitted`	`{ form: 'form_hT5wNqJx', campaign: 'campaign_jW3tFbXn' }`
Contact created	`contact.created`	`{ $id: 'contact_nM6rYwLp', stage: 'Lead' }`
Lead created	`lead.created`	`{ contact: 'contact_nM6rYwLp', score: 50 }`
Contact qualified	`contact.qualified`	`{ stage: 'Qualified' }`
Deal created	`deal.created`	`{ $id: 'deal_qP8vJxRn', value: 12000 }`
Deal won	`deal.won`	`{ stage: 'Won' }`

MCP Example

An agent orchestrates the full funnel:

{
  "tool": "do",
  "input": "Launch the Q1 Product Launch campaign targeting segment_dR2xPmKv via email"
}

{
  "tool": "search",
  "input": { "type": "Lead", "filter": { "campaign": "campaign_jW3tFbXn", "score": { "$gte": 40 } } }
}

{
  "tool": "do",
  "input": "Qualify contact_nM6rYwLp and create a $12k deal called StartupIO Pro"
}

Automation Pattern

Chain the entire funnel with two hooks -- form submissions auto-create leads, and lead scoring auto-qualifies:

Form.submitted(async (submission, $) => {
  const contact = await $.Contact.create({
    name: submission.data.name,
    email: submission.data.email,
    stage: 'Lead',
    source: submission.campaign,
  })
  await $.Lead.create({
    contact: contact.$id,
    campaign: submission.campaign,
    score: 50,
  })
})

Lead.updated(async (lead, $) => {
  if (lead.score >= 80) {
    await $.Contact.qualify({ id: lead.contact })
    await $.Deal.create({
      name: `${lead.companyName} Opportunity`,
      contact: lead.contact,
      stage: 'Prospecting',
    })
  }
})

Marketing and Sales share the same graph. Attribution flows from campaign to form to lead to deal to revenue -- no CSV exports, no manual imports, no integration middleware.

Campaign to Conversion

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