Create contact records from closed tenant support leads
Create contact records from closed tenant support leads
When tenant support leads are closed with no answer, your team often loses contact details needed for follow-up. The workflow creates contact records so coordinators can resume outreach same day.
Overview
Closed tenant leads often vanish without a contact record, stalling outreach and skewing reports. This flow captures those closed leads as contact records, maps key details, and writes the external reference back to the lead so coordinators can restart outreach same day.