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Enroll overflow calls into nurture workflow for loans

Enroll overflow calls into nurture workflow for loans

Overflow call contacts arrive with no CRM context, so loan officers miss caller details and follow-ups are delayed. This enrolls them into a nurture workflow so outreach happens same day.

Enroll overflow calls into nurture workflow for loans

Overview

Overflow call contacts without CRM context create delays in outreach and lost momentum for loan officers. This flow captures those webhook events, finds or creates the contact, and enrolls them in a nurture workflow so outreach happens same day and owners receive full context.

Enroll overflow calls into nurture workflow for loans