Create CRM lead from parsed affiliate proposal emails
Create CRM lead from parsed affiliate proposal emails
Affiliate proposal emails arrive parsed but untracked, leaving opportunity details in inboxes and delaying follow-up. Capture leads and save proposal PDFs so reps can follow up same day.
Overview
Parsed affiliate proposals often sit idle in inboxes; this flow turns them into CRM leads with merged proposal PDFs stored centrally so reps can act without manual copying. The result is faster, same-day follow-up and clearer visibility for you and your owners.