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Create lead and assign follow-up owner from badge photo

Create lead and assign follow-up owner from badge photo

Your badge image posts contain attendee details that go unlogged, leaving reps without contact context. Leads are created and owner-assigned automatically so reps can outreach same day.

Create lead and assign follow-up owner from badge photo

Overview

Stop letting badge photos posted in your channels become untracked prospects; this flow turns those posts into CRM contacts with owner assignment and campaign placement. Sales ops gets consistent records and faster time-to-contact so reps can outreach same day.

Create lead and assign follow-up owner from badge photo