Create sales deals and contacts from shared inquiry emails
Create sales deals and contacts from shared inquiry emails
Your shared inbox inquiry emails aren't tracked as contacts or deals, so estimate requests go unassigned. Capture contacts and create deals automatically so coordinators can respond same day.
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Overview
When inquiry emails sit in a shared inbox, estimate requests and site bookings stall and coordinators waste time hunting for details. This flow extracts contact and tracking data, creates or updates person and deal records, and attaches the message so your team can assign and respond same day.