Create chalet referral leads from tagged inbox messages

Your chalet referral emails sit unprocessed, delaying investor follow-ups and creating manual entry work. It creates lead records so your team can respond same day.

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Overview

When chalet referrals arrive by email they often sit unentered and go cold. This flow extracts contact details and creates CRM leads automatically, so your small sales ops team can respond same day and convert more investor enquiries.