Add social ad signups to CRM and notify team
Add social ad signups to CRM and notify team
Your social ad signups for trial classes arrive without standardized contact or tags, so follow-up and bookings are delayed. Staff receive tagged leads and an SMS alert for same-day outreach.
Workflow preview:
Zap details:
Overview
Paid social leads often arrive untagged and incomplete, leaving bookings to chance; this flow captures each signup, standardizes contact data, and alerts staff immediately. That means reps and front-desk staff can start outreach within minutes and convert interest into same-day bookings.