Capture updated leads and case context for sales reps

Sales reps miss updated contact and case details when records don't reach the CRM, causing follow-ups to fall through. This ensures reps have full context and can follow up before opportunities cool.

Overview

When contact updates don't reach sales reps, follow-ups fall through and pipeline accuracy suffers. This workflow ensures every new or changed contact and case note appears in the sales system so reps have context at first touch, reducing missed follow-ups and manual CRM entry.

Notable Features

Create or update lead records
Attach case notes to contacts
Notify assigned rep with context