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Create outbound contact automatically from new pipeline item

Create outbound contact automatically from new pipeline item

New sales pipeline items without contact records delay field outreach and miss inspection or installation bookings. Contacts are created and deduplicated so reps can call the same day.

Create outbound contact automatically from new pipeline item

Overview

When pipeline items arrive without usable contact info, field reps and schedulers can't book site visits and momentum stalls. This flow turns new pipeline entries into deduplicated outbound contacts and writes the contact id back to the board so reps can call the same day.

Create outbound contact automatically from new pipeline item