Add report download contacts to support CRM queue

Your report downloads arrive without CRM context, leaving support unable to prioritize contacts. Benefits include enriched contact records and a timestamped note for same-day triage.

Add report download contacts to support CRM queue

Overview

When someone downloads a gated report, your support team needs context, fast. This flow creates or updates the contact and appends a timestamped note so reps can triage and reach out within minutes, improving same-day follow-up and response prioritization.

Add report download contacts to support CRM queue