Add incoming leads to your central contact list
Add incoming leads to your central contact list
Leads from forms, calls, and chats often lack CRM records, leaving reps without contact context and delaying outreach. Capture and flag those leads into your contact list so reps can act within hours.
Overview
Stop inbound leads from drifting unrecorded; this flow captures every new lead and creates or updates a contact with lead status so reps see context immediately. That means faster outreach and clearer handoffs to sales within hours.