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Create buyer lead, link to deal, and send NDA

Create buyer lead, link to deal, and send NDA

Your inbound marketplace inquiries arrive as parsed emails without CRM linkage, delaying buyer outreach. Attach inquiries to deals so NDAs and follow-ups occur same day.

Create buyer lead, link to deal, and send NDA

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Overview

Stop missing buyer interest because inquiries never reach the right deal record. This flow captures parsed inquiries as buyer leads, attaches them to the correct deal, sends the NDA, and alerts the owner so follow-ups happen same day.

Create buyer lead, link to deal, and send NDA