Add social lead form contacts to CRM and spreadsheet
Add social lead form contacts to CRM and spreadsheet
Your class offer lead forms give partial contacts without booking context, leaving staff unsure who to call first. Staff get contact records, immediate alerts, and a centralized log for same-day follow-up.
Overview
When paid social lead forms for limited-time class offers arrive, incomplete data and no tracking let promising prospects slip away. This workflow creates or updates marketing contacts, logs every submission, and alerts staff so outreach happens within minutes and bookings can be captured before the promotion ends.