Add expert leads from messages to nurture list

Your expert messages arrive untracked, so contact details and message context aren’t captured for follow-up. Leads are added to your marketing list with notes for campaign managers to act same day.

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Overview

When expert messages come in untracked, campaign managers miss timely outreach and enrollment momentum stalls. This flow captures those leads into your marketing list and logs message context on contact and deal records so your team can act same day.