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Create and reconcile social form leads in CRM

Your social lead form submissions have inconsistent phones and location text, creating duplicate prospects and intake delays. They are normalized and matched to the CRM for same-day follow-up.

Create and reconcile social form leads in CRM

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Overview

Unclean social leads slow intake and cost appointment opportunities; this flow cleans, enriches, and routes prospects into your CRM so intake coordinators get accurate, actionable records. Expect normalized contacts and clinic routing ready for same-day outreach.

Create and reconcile social form leads in CRM