Create agent-ready lead rows and send live alerts
Create agent-ready lead rows and send live alerts
Your final-expense lead submissions often lack agent context and produce duplicate spreadsheet rows. Leads become agent-ready rows and agents receive alerts so outreach happens same day.
Overview
Messy social lead forms slow response and create duplicate work for agents. This workflow turns each form into a deduplicated, agent-ready sheet row and pushes instant SMS or email alerts so reps can contact prospects the same day.