Create lead and person from new contact record

You get new contacts lacking owner, email, or phone, which leaves reps without context for outreach. It creates a clean person record and linked sales lead so reps can contact prospects same day.

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Overview

Unstructured new contacts slow down outreach and obscure pipeline health. This flow standardizes contact data, creates owner-assigned person records, and spins up linked leads so reps have ready-to-contact prospects by the next business day.