Create campaign contact records from incoming prospect emails

You get lead emails with contact info, trade-in flags, or ID notes, forcing manual parsing and delaying callbacks. Capture and add parsed contacts to campaign so reps can start outreach the same day.

Create campaign contact records from incoming prospect emails

Overview

When partner emails arrive unparsed, reps waste time extracting contact details and miss timely callbacks. This flow extracts name, phone, email and trade-in/ID flags, adds the contact to your campaign, and gets reps ready to outreach the same day.

Create campaign contact records from incoming prospect emails