Add parsed appointment responses to dealer lead records
Add parsed appointment responses to dealer lead records
Appointment reply emails arrive without CRM context, leaving lead and opportunity records empty. Map parsed replies to lead and opportunity records so reps have contact context for same-day callbacks.
Overview
When appointment replies don't land in your lead system, reps lose calling context and callbacks slip. This flow captures parsed replies, formats contact and date fields, and creates or updates lead and opportunity rows so reps can call back the same day.