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Create and standardize lead records from social forms

Create and standardize lead records from social forms

You receive messy social form submissions for course enquiries that create duplicate or malformed CRM leads. It standardizes names, finds or creates leads, and logs the form for same-day follow-up.

Create and standardize lead records from social forms

Overview

When social lead forms create malformed or duplicate CRM records, admissions loses time and prospective students cool off. This workflow standardizes names, deduplicates by email, and creates a linked intake record so your admissions team can start outreach same day.

Create and standardize lead records from social forms