Create leads and attach prospect files to CRM records
Create leads and attach prospect files to CRM records
Your prospect files often arrive without matching contacts, leaving reps without context. It creates or updates leads and attaches files so reps have complete records for same-day follow-up.
Overview
Inbound prospect files often arrive disconnected from contacts, slowing outreach and pipeline progress. This workflow turns those files into contact-ready leads and attaches supporting documents so reps have complete records for same-day follow-up.