Enrich CRM contacts with PDF links and WhatsApp numbers
Enrich CRM contacts with PDF links and WhatsApp numbers
Marketing coordinators miss outreach when PDFs in shared folders aren't linked to broker contacts, leaving phone details blank. Matching files enrich CRM with transmission links and WhatsApp fallbacks so outreach connects.
Overview
Marketing coordinators risk missed outreach when file transmissions sit unlinked to contacts. This workflow matches PDFs to active broker records and enriches CRM contacts with transmission links and fallback WhatsApp numbers, eliminating missed contactability and making campaign outreach more reliable.
Notable Features
- Match PDFs to broker records
- Add transmission links to contacts
- Populate fallback WhatsApp numbers