Add new CRM leads to support engagement platform
Add new CRM leads to support engagement platform
Your new CRM leads missing in the engagement platform delay support onboarding and triage. Deliver leads with contact and UTM context to agents so outreach starts the same day.
Overview
When new leads land in your CRM but don't reach the engagement platform, support must chase context and outreach is delayed. This flow delivers full contact and lead context to your engagement endpoint so agents can begin onboarding and outreach the same day.