Add social lead to marketing CRM and sheet

Your social leads arrive with messy contact details and no central record, so local reps can't follow up. Leads land in CRM and a location sheet ready for same-day outreach.

Overview

Leads from social channels often arrive without location or service context, leaving local teams scrambling. This flow captures each lead into your CRM and a location sheet and alerts the local desk so area reps can act the same day and reduce missed first touches.