Create lead record from inbound message and flag follow-up

You miss high-intent leads when inbound messages go untracked and lack context for outreach. Capture lead details into a tracking record so reps can follow up the same day.

Create lead record from inbound message and flag follow-up

Overview

Inbound message leads often go cold when they aren't logged with context, which slows pipeline momentum. This flow captures each incoming message into a lead table and flags high-intent notes so reps can reach out the same day.

Create lead record from inbound message and flag follow-up