Skip to content
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.

Add ad form lead to campaign tracker and owner

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.

Add ad form lead to campaign tracker and owner