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Create searchable prospect records from inbound lead emails

Create searchable prospect records from inbound lead emails

Your inbound client emails live in a single inbox and lack a searchable log, delaying intake and outreach. Capture each message into a prospect table so coordinators can triage and reply same day.

Create searchable prospect records from inbound lead emails

Overview

Inbound client emails often sit untracked, slowing intake and delaying outreach to seniors who need care. This flow captures those messages into prospect records so program coordinators can triage and respond same day, reducing missed opportunities.

Create searchable prospect records from inbound lead emails