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Create CRM lead, notify setters, and schedule calls

Create CRM lead, notify setters, and schedule calls

Your inbound commercial lead webhooks lack structured contact data and routing, leaving setters without priority context. Leads are enriched, routed, and scheduled so setters can call them same day.

Create CRM lead, notify setters, and schedule calls

Overview

Incoming commercial leads often arrive incomplete and unassigned, so setters waste time triaging instead of calling. This flow creates the person and deal, assigns the right setter via round-robin, and pushes notifications so your reps can reach prospects the same day.

Create CRM lead, notify setters, and schedule calls