Create CRM leads from external submissions with tags
Create CRM leads from external submissions with tags
Your incoming lead submissions lack context and stall routing to origination channels. It creates structured CRM leads so marketing ops and loan officers can follow up same day.
Overview
When external lead partners deliver unstructured submissions, marketing and loan teams spend hours cleaning and routing them instead of engaging prospects. This flow captures those feeds into structured CRM leads with audience tags so teams can act on them same day.