Create CRM lead boxes from qualifying inbox emails
Create CRM lead boxes from qualifying inbox emails
Your inbox hides service requests and sales leads, leaving bookings untracked and dispatchers without context. New lead boxes are created automatically so reps can follow up and schedule jobs same day.
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Overview
Inbox lead emails should never require manual copying to the CRM. This flow turns qualifying messages into lead boxes and routes them to sales or scheduling so reps can respond and book service visits same day.