Add incoming social leads to CRM and notify team
Add incoming social leads to CRM and notify team
Your social leads arrive without contact records or campaign tags, so reps miss context and callback windows. They become CRM contacts and are emailed for same-day outreach.
Overview
When social leads come in with no tags or structured records, reps miss context and callback windows. This flow captures each lead into your CRM, tags it by campaign, and emails intake coordinators so outreach happens same day.