Update deal record from inbound broker confirmation email
Update deal record from inbound broker confirmation email
Your inbound broker emails lack deal links, forcing reps to search CRM and delaying policy handoffs. Capture and attach extracted details to the matching deal so account managers can act same day.
Overview
Stop manual CRM searches that stall policy handoffs; this flow extracts broker confirmation details and finds the correct deal so account managers avoid lookup delays. With extracted fields attached to the deal, sales ops can finalize updates and hand off policies the same day.