Add social lead to contact list and sheet

Your clinic ad form submissions never reach your contact list, leaving intake coordinators without context. It captures and routes leads into your contact system and a central sheet so follow-up starts same day.

Overview

Leads captured from social forms often sit untracked, delaying outreach and breaking ad attribution. This workflow guarantees each incoming form becomes a contact record and a single reporting row so intake and campaign managers can act the same day.