Create SDR follow-up task and update lead status
Create SDR follow-up task and update lead status
Your inbound leads arrive without follow-up assignments, leaving reps unclear about next steps and pipeline status. Assigned tasks and status updates give reps context for same-day outreach.
Overview
Inbound leads frequently arrive without an owner or next steps, which leaves reps guessing and prospects cooling off. This flow finds or creates the lead, updates its status, and creates an assigned SDR task so reps can begin same-day outreach with full context.