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Create follow-up task and lead record from email

Create follow-up task and lead record from email

Lead emails embed buyer and vehicle info in XML, slowing intake and leaving BDC reps without context. Parsed fields are saved and an assigned follow-up task created for same-day outreach.

Create follow-up task and lead record from email

Overview

Inbound vendor leads often arrive as dense XML in inboxes, delaying callbacks and test-drive bookings. This flow parses each lead into a searchable table and creates an assigned BDC task so reps can contact customers the same day.

Create follow-up task and lead record from email