Add or update incoming prospect leads to CRM
Add or update incoming prospect leads to CRM
Your intake webhook often lacks a tracked lead, leaving advisors without context and delaying outreach. Capture and update leads automatically so advisors can respond same day.
Overview
Intake that doesn't land correctly in the CRM becomes missed follow-ups and slower advisor response. This flow extracts emails and phones, then creates or updates leads so advisors have complete records and can follow up same day.