Capture social leads to build retail advent list
Capture social leads to build retail advent list
Senior CRM managers miss social leads, causing prospects to miss advent campaign windows. This flow adds social leads to advent calendar list, ensuring prospects enter nurture sequences before sends.
Overview
Senior CRM managers in retail risk losing prospects when social leads never reach campaign lists. This workflow captures and tags every social lead into the advent calendar marketing list, enabling faster handoffs and zero missed follow-ups.
Notable Features
- Add social leads to calendar list
- Check for duplicate lead records
- Notify marketing ops of new leads