Add social lead to sales sheet and notify reps

Unstructured boat-sales leads leave reps without clean contact or purchase context, slowing first outreach. Leads are logged to your sales sheet and reps alerted for same-day outreach.

Add social lead to sales sheet and notify reps

Overview

Messy social leads slow down outreach and let buyers slip to competitors. This flow captures each form lead into your master sales sheet and texts the right rep within minutes, so outreach happens same day and pipeline visibility improves.

Add social lead to sales sheet and notify reps