Add ad form leads to CRM with DOB
Add ad form leads to CRM with DOB
Your ad form submissions lack consistent birthdates, leaving underwriting and outreach teams unprepared. Leads arrive in CRM complete and ready for compliant follow-up within minutes.
Overview
Leads from ad forms often arrive with inconsistent birthdates, leaving underwriting and outreach unsure how to prioritize or verify applicants. This flow turns every social ad submission into a CRM contact with a standardized birthdate so campaign and underwriting teams can act within minutes.