Add ad leads to CRM, client list, and sheet

Your Facebook lead form submissions arrive unstructured, delaying booking qualification and front-desk prep. Leads become CRM contacts, client records, and sheet rows ready for same-day outreach.

Add ad leads to CRM, client list, and sheet

Overview

Paid social leads should flow into your CRM and booking queue within minutes so front-desk staff can convert interest into appointments. This flow converts ad submissions into CRM contacts, booking-system client records, and a tracking row so leads are ready for same-day outreach.

Add ad leads to CRM, client list, and sheet