Capture HVAC heat-pump ad leads for sales ops reps

Sales ops lose homeowner heat-pump inquiries when ad submissions are duplicated or buried, costing pipeline and letting competitors respond first. Capture every ad lead into CRM so reps follow up.

Overview

Missed or duplicated ad leads let competitors respond first and drain HVAC pipeline. This workflow turns every heat-pump inquiry into a standardized CRM lead, routes duplicates away, and notifies reps so outreach happens reliably. The result is fewer missed follow-ups and clearer sales prioritization.

Notable Features

Create CRM lead records consistently
Deduplicate ad submissions by contact
Notify sales reps of new leads