Add ad form leads to CRM and email them
Add ad form leads to CRM and email them
You receive ad form submissions untracked, leaving compliance prospects without needed context. Capture contacts, send the guide email, and alert your team so reps can follow up the same day.
Overview
When ad-form leads arrive untracked, follow-up slips and consultations get delayed. This flow captures every form response, sends the guide email right away, and surfaces a team alert so reps can book consultations the same day.