Add ad lead to prospect masterlist and notify adviser

Your ad form submissions arrive unassigned and unlogged, delaying adviser follow-up and skewing pipeline accuracy. Leads are assigned, stored, and advisers alerted for same-day outreach.

Overview

Every minute a lead sits unassigned reduces the chance of conversion and increases manual cleanup. This workflow captures ad form submissions, assigns an adviser via rotation, logs the lead in your masterlist, and alerts the adviser so outreach can start same day.