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Create lead and client records from incoming inquiry

Create lead and client records from incoming inquiry

Your incoming leads arrive without a unified contact or project record, delaying follow-up and proposals. It creates client and project records and enrolls leads so outreach begins same day.

Create lead and client records from incoming inquiry

Overview

Incoming leads without a contact or project record stall follow-up and cost momentum. This flow guarantees every inquiry becomes a contact and a linked project while enrolling the email for outreach so your team can act the same day.

Create lead and client records from incoming inquiry