Create new intake prospect from inbound ad email

You receive ad leads as emails with contact details buried in messages, delaying intake and follow-up. It creates prospect records with contact and case context so your intake team can act same day.

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Overview

Unstructured ad leads in your inbox slow intake and let high-intent prospects slip away. This flow extracts contact and case details and creates ready-to-work prospect records so your intake coordinators can reach out same day and keep pipeline momentum.