Send new regional lead cards to BDR chat

Your CRM leads with appointment details go unviewed, leaving BDRs without context for visits. Receive formatted appointment cards in chat so reps can follow up same day.

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Overview

When qualifying leads arrive without appointment context, BDRs scramble and outreach gets delayed. This flow posts a formatted lead card into your regional BDR chat so reps see appointment details and can act within minutes for same-day follow up.