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Create contact and add inbound emails to nurture campaign

Create contact and add inbound emails to nurture campaign

Your partner emails contain client addresses and account links buried in threads, slowing borrower follow-up. It captures contact emails and enrolls them in nurture so loan officers follow up same day.

Create contact and add inbound emails to nurture campaign

Overview

When partner update emails hide client emails and account links, your loan officers lose the context needed to act. This flow turns those messages into CRM records and enrolls them in nurture campaigns so your team has context and can follow up same day.

Create contact and add inbound emails to nurture campaign