Add ad form lead to campaign tracker and owner
Add ad form lead to campaign tracker and owner
Your ad leads lack store assignment and month tags, delaying follow-up and skewing monthly reporting. Recorded to a campaign sheet with assigned owners so reps act same day.
Workflow preview:
Zap details:
Overview
When ad form leads arrive without a store or month tag, follow-up stalls and reporting becomes noisy. This flow captures each submission, tags it with campaign/month, assigns a local owner, and posts an actionable alert so reps can follow up the same day.