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Create CRM contacts from new inbound lead cards

Create CRM contacts from new inbound lead cards

Your lead cards lack structured contact details, leaving brokers without reliable contact or context for outreach. Add parsed contact records and intake notes so brokers can follow up the same day.

Create CRM contacts from new inbound lead cards

Overview

Unstructured lead cards cost agents time and let prospects go cold. This workflow extracts contact details, creates CRM records, and attaches intake notes so brokers and intake coordinators can call leads the same day. You’ll reduce manual entry and speed first touches.

Create CRM contacts from new inbound lead cards