Add incoming vendor leads to CRM and channel
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.
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.