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Create or update inbound lead records for advisors

Create or update inbound lead records for advisors

Your prospect submissions land untracked, creating missed outreach and duplicate contacts. Capture clean lead records into CRM so marketing ops and advisors can begin outreach same day.

Create or update inbound lead records for advisors

Overview

Intake that doesn't reach CRM delays outreach and wastes advisor time. This flow captures, normalizes, and dedupes inbound prospects so marketing ops and advisors see clean lead records and can begin outreach the same day.

Create or update inbound lead records for advisors