Send new pension leads to external lead intake endpoint
Send new pension leads to external lead intake endpoint
Your pension lead records in the table arrive without advisor context, delaying outreach and causing client drop-off. Deliver leads to intake so advisors contact prospects within minutes.
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Overview
When pension inquiries land in your internal table, advisors need full contact and financial context to act. This workflow delivers those leads to your intake endpoint so advisors can prepare outreach and contact prospects within minutes.