Create new CRM lead from client update triggers
Create new CRM lead from client update triggers
Client updates marked for text campaigns don't become CRM leads, delaying outreach and local service follow-up. Auto-create leads so owners and reps have contact context same day.
Overview
When client records are flagged for text campaigns, reps can miss narrow outreach windows and local work slips through the cracks. This flow converts those updated client entries into CRM leads instantly, giving owners and reps outreach-ready contacts and same-day follow-up visibility.