Skip to content
Log inSign up
Templates
Create leads with floor plan links from incoming messages

Create leads with floor plan links from incoming messages

Your incoming lead messages often miss floor plan links, leaving account teams without site context for proposals. It enriches contacts with extracted file links so outreach and proposals proceed same day.

Create leads with floor plan links from incoming messages

Overview

Leads arrive without site context and that stalls account teams and campaign launches. This flow captures and attaches floor plan links to contact records so campaign managers can start targeted outreach with full context and drive same-day follow-up.

Create leads with floor plan links from incoming messages