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Create or update CRM lead and follow up task

Create or update CRM lead and follow up task

Your recruitment chat submissions arrive with no account context, leaving enquiries untracked. Create or match contacts and assign a follow up task so recruiters can reply same day.

Create or update CRM lead and follow up task

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Overview

Incoming recruitment chats without CRM records delay outreach and generate duplicates, slowing conversion. This flow captures each submission, matches or creates contact records and spins up a follow-up task so recruiters can respond same day and keep the pipeline tidy.

Create or update CRM lead and follow up task