Update CRM lead status from social message email
Update CRM lead status from social message email
Social messages that arrive in email aren't recorded on contact records, leaving reps unaware of recent engagement. Flagging those contacts as warm gives reps clear priorities the same day.
Overview
Inbound social notifications that sit in email don't update CRM and leave reps blind to recent engagement. This flow flags matching contacts as warm and logs the message context so reps have clear priorities and can follow up the same day.