Add paid channel leads to CRM with notes

Your paid ad leads arrive without project context or clean contact details, so reps can't prioritize follow-up or prepare estimates. Leads become CRM records ready for outreach same day.

Overview

Paid ad leads often arrive without project context, so reps spend time qualifying instead of selling. This flow captures every paid form submission and creates a CRM lead with notes and an initial stage, enabling reps to begin outreach same day.