Create CRM lead and text assigned producer instantly

Inbound referral leads lack CRM records or context, causing scheduling delays. Create prospect records and SMS the assigned producer with scheduling details so outreach happens same day.

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Overview

Incoming referral leads often arrive incomplete, leaving producers scrambling and appointments delayed. This flow creates a prospect record in your CRM and texts the assigned producer within minutes so they can schedule and prepare same day. It reduces manual entry and speeds first contact for your producers and coordinators.