Create support case and contact from web request

You get catalog requests with no CRM record, leaving agents without address or contact info. It creates contact and account records, opens a case, and notifies the regional rep for same-day handling.

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Overview

When catalog requests arrive without CRM context your agents spend time chasing addresses and contact details. This flow creates contact and account records, logs a service case, and pings the regional rep so your call center can action requests the same day.