Add or update incoming prospect records in CRM
Add or update incoming prospect records in CRM
You receive inbound prospect submissions that aren't recorded in your CRM, leaving advisor outreach untracked and follow-ups delayed. Capture and enrich contact records so advisors can begin outreach same day.
Overview
Inbound prospect submissions often arrive unrecorded and delay first contact, costing momentum. This flow parses and enriches each submission, creating or updating a CRM lead so advisors can start outreach the same day and keep pipelines current.