Update lead records with postcard delivery status and dates

Your postcard events lack lead context, causing reps to miss timely follow-up and scheduling. Leads stay updated with postcard status, send and expected delivery dates so reps act the same day.

Overview

When direct-mail events aren't visible in your CRM, reps miss timing windows and duplicate outreach. This workflow writes postcard status, send date, expected delivery, and address details to lead records so sales managers and reps have accurate outreach context within the same day.