Add paid-search leads to CRM and performance sheet
Add paid-search leads to CRM and performance sheet
Your paid-search leads often arrive without contact or source context, delaying intake and follow-up. It captures contacts, creates CRM records, and logs performance for same-day reporting.
Overview
Stop manual handoffs and inconsistent recording of paid-search leads — this flow captures submissions into your CRM and populates the performance sheet so campaign managers and intake coordinators can act the same day. It tightens handoffs and keeps reporting current ahead of daily reviews.