Business owner: surface social DMs to lead records
Business owner: surface social DMs to lead records
Business owners miss social DMs that never reach CRM, causing stalled deals and missed follow-ups. This flow updates lead status when a DM is logged so sales reps prioritize outreach and recover momentum.
Overview
Inbound social DMs often slip outside the CRM, letting competitors reply first and deals grow cold. This workflow ensures every DM updates the lead record and status so reps prioritize outreach and preserve pipeline momentum. Business owners get fewer missed follow-ups and clear visibility into real inbound conversations.
Notable Features
- Capture DMs into lead records
- Update lead status on DM
- Notify reps of inbound DMs