Update client records and alert team from inbox messages

Your client and lead records fall out of sync after messages, causing missed billing alerts. Receive updated records and an alert so staff act before the next billing run.

Overview

When inbox messages indicate unsubscribes or new leads, this flow keeps your master records accurate and alerts billing and client services so issues are remediated before the next billing run. It reduces manual lookups and ensures stakeholders receive the right context within minutes.