Create CRM contacts from payer onboarding messages same day
Create CRM contacts from payer onboarding messages same day
Your onboarding messages land in a topic but aren't recorded as contacts, leaving coordinators without leads for setup. Save those leads to CRM so coordinators can begin outreach same day.
Overview
When onboarding messages never reach contacts, coordinators can't start setup and outreach is delayed. This flow captures incoming onboarding events into contact records automatically, so coordinators have leads ready for outreach the same day.