Create contact and lead row from portal requests
Create contact and lead row from portal requests
Portal contact XML attachments sit in inboxes, so leads and property IDs go unentered and agents lack outreach context. Capture contacts and log lead rows so your reps can contact prospects same day.
Overview
Inbound portal leads often arrive as XML attachments and sit unprocessed in inboxes, leaving reps without contact details or property context. This flow extracts the XML, creates a contact, and logs a lead row so reps have full context for same-day outreach.