Create lead when a deal gets a second rep

Your deals with newly assigned second reps often lack a linked contact, causing handoffs and outreach gaps. Get contacts updated instantly so reps can start outreach the same day.

Overview

When a deal gets a second rep, outreach often falls through the cracks; this flow creates or updates the contact and preserves the secondary rep association. That means reps can start coordinated follow-up the same day and avoid missed handoffs.