Keep sales reps informed with live lead visit logs

Sales reps miss context when visit events aren't added to lead records, causing stalled follow-ups. It creates visit activity on the lead and notifies reps to follow up quickly.

Overview

Sales reps lose momentum when visit activity isn't tied to lead records — outreach goes cold and pipelines stall. This workflow captures tracking events as lead activity and routes them to the assigned rep so outreach happens while interest is fresh and response times drop dramatically.

Notable Features

Create visit activity on leads
Link events to existing leads
Notify assigned sales rep