Help business owners capture qualified leads and avoid duplicates
Help business owners capture qualified leads and avoid duplicates
Business owners miss new leads when widget emails create duplicate CRM contacts. Apply a 90-day qualification, upsert de-duplicated contacts to CRM, and notify sales reps for faster follow-up.
Overview
Duplicate widget leads hide pipeline and stall revenue opportunities. This flow enforces a 90-day qualification, upserts clean contacts into your CRM, and pushes instant alerts to reps — delivering de-duplicated, actionable leads and dramatically reducing missed follow-ups.
Notable Features
- Parse inbound widget lead emails
- Apply 90-day duplicate qualification
- Upsert and notify sales reps