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Create lead and contact records from demo emails

Create lead and contact records from demo emails

Demo request emails arrive unstructured, leaving marketing ops without contact or clinic details and delaying outreach. Capture parsed leads into CRM and mailing lists so sales can follow up same day.

Create lead and contact records from demo emails

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Overview

Inbound demo requests for a healthcare product often arrive as freeform emails that slow your small marketing ops team and delay demos. This flow extracts clinic and contact details, creates linked records and a subscriber entry, and posts a sales-ready alert so reps can follow up the same day.

Create lead and contact records from demo emails