Add incoming vendor leads to CRM and channel

You get vendor lead submissions with missing context, which delays triage and stalls vendor follow-up. Get CRM records and team alerts so coordinators can assign follow-up same day.

Add incoming vendor leads to CRM and channel

Overview

Unstructured vendor referrals waste coordinator time and delay assignments; this flow captures each submission as a CRM record and posts a clear, formatted message to your team channel. Project leads gain full context and can assign follow-up within minutes, keeping vendor onboarding on schedule.

Add incoming vendor leads to CRM and channel