Add new social leads to master contact sheet

Your inbound social contact captures are untracked, causing outreach delays and duplicate records. Keep the master contact sheet current so marketing ops and advisers can start outreach same day.

Overview

Inbound social contacts must be usable, not buried in inboxes or ad-hoc lists. This flow captures those contacts into your master sheet and delivers clean, normalized rows so marketing ops and advisers can begin outreach and nurture the same day.