Add incoming inquiry leads to CRM for follow-up
Add incoming inquiry leads to CRM for follow-up
You get prospect submissions with inconsistent contact or company details that delay outreach. Log each submission into your CRM so intake can follow up same day.
Overview
When inbound prospect intel arrives inconsistently, advisors and intake coordinators lose precious response time and momentum. This flow captures webhook submissions, extracts contact details, and logs leads so intake can prioritize and respond the same day.