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Create client records from converted leads and notify team

Create client records from converted leads and notify team

You can't start onboarding when converted leads lack client records and contact context in your database. This creates complete client entries and notifies your team so onboarding can begin same day.

Create client records from converted leads and notify team

Overview

Converted leads that don't generate usable client profiles stall onboarding and waste SDR time. This flow guarantees every converted lead becomes a complete client entry and the team is alerted, so sales and operations can begin onboarding the same day.

Create client records from converted leads and notify team