Add filtered deals to lead database and contacts

Your new deals and notes lack consolidated contact records and link context, so reps miss outreach cues. You get enriched lead records and a contact added for immediate follow-up within minutes.

Overview

When filtered deals arrive without consolidated contact info, reps waste time hunting for context before outreach. This flow captures the deal, person details, and note links into a lead record plus a contact, delivering enriched prospects within minutes for faster follow-up.