Update lead status from preview activity for follow-up

Preview entries are disconnected from lead records, leaving reps without context and slowing follow-ups. You get updated lead records and preview links so account managers can follow up same day.

Update lead status from preview activity for follow-up

Overview

When preview entries live outside your CRM, reps lack context and follow-ups stall; that costs momentum and conversions. This flow writes preview details to contact records and advances lead status so account managers can act with full context the same day.

Update lead status from preview activity for follow-up