Add outside-sales contact records from new marketing leads
Add outside-sales contact records from new marketing leads
Your marketing contacts often miss field CRM records, leaving outside reps without route-ready details for equipment quotes. Capture and route each lead so outside sales can respond same day.
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Overview
When marketing leads don't appear in the field CRM, outside reps miss quoting windows and service opportunities slip away. This flow creates route-ready contacts and writes back the external contact ID so marketing ops and reps can act same day.