Add incoming ad lead note to CRM and alert rep

Your ad leads can become duplicates or unlinked company entries, blocking rep context. Attach the inquiry to the existing company record and notify the owner so reps act same day.

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Overview

When ad leads match existing companies, reps need immediate context to avoid duplicate outreach and wasted touches. This flow appends the inquiry to the company record and emails the owner so reps can act on leads the same day.