Add new marketing leads to reporting dashboard and alert
Add new marketing leads to reporting dashboard and alert
Incoming call and form leads arrive unformatted, leaving campaign managers without clean contact or date context. You get formatted rows and email alerts so leads are actioned same day.
Workflow preview:
Zap details:
Overview
Unnormalized call and form leads force your team into manual cleanup and slow follow-up. This flow normalizes phone and date fields, records each lead in your reporting dashboard, and sends immediate alerts so campaign managers can act the same day. Implementing this saves hours of triage and keeps paid-channel leads from slipping through.