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Add incoming leads to CRM and call assigned reps

Add incoming leads to CRM and call assigned reps

Your web leads arrive untracked, causing manual entry and missed callbacks. Adds CRM records, SMS contacts, and triggers an immediate sales call so reps reach prospects same day.

Add incoming leads to CRM and call assigned reps

Overview

Inbound leads should convert to action, not spreadsheets. This flow captures submissions, seeds your CRM and messaging list, and routes an immediate call so reps contact prospects within minutes and start conversations same day.

Add incoming leads to CRM and call assigned reps