Send tagged contact to external lead intake system

When tagged leads sit only in the CRM, your agents miss timely intake context and routing. Get vetted contact details pushed to intake systems so follow-up starts within minutes.

Overview

When a contact is tagged for intake, this flow forwards the lead to your intake systems and enforces a daily limit so you don’t overload downstream teams. That means brokers get vetted lead details and outreach can begin within minutes, not hours.