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Add ad form leads to CRM and assign rep

Add ad form leads to CRM and assign rep

Your ad form leads arrive without owner or qualification, creating delayed follow-up and inconsistent outreach. Assign each lead to a rep and create the CRM record for same-day outreach.

Add ad form leads to CRM and assign rep

Overview

Stop ad leads from sitting unassigned—this flow captures each form submission, deduplicates by email, and assigns a rep via round robin. That means reps receive qualified contacts and can begin outreach the same day for faster pipeline creation.

Add ad form leads to CRM and assign rep