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Add tagged contact to team address book and notify owner

Add tagged contact to team address book and notify owner

Tagged CRM contacts don't reach reps' phonebooks, causing manual entry and delayed outreach. This adds the contact to the team address book and pings the assigned agent for fast follow-up within minutes.

Add tagged contact to team address book and notify owner

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Overview

Leads tagged for address export must live in reps' phonebooks immediately or first outreach is delayed. This flow pushes tagged CRM contacts into the team address book and pings the assigned agent, enabling outreach to start within minutes.

Add tagged contact to team address book and notify owner