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Create client record and lead task from social lead

Create client record and lead task from social lead

Your social lead forms deliver messy phones and duplicates, stalling bookings and dispatch prep. It creates validated client records and lead tasks so coordinators can schedule same-day visits.

Create client record and lead task from social lead

Overview

Facebook lead forms often produce messy phone numbers and duplicate entries that slow scheduling and waste coordinator time. This flow validates contact data, records each submission, and opens a scheduling task so dispatch can act within minutes and avoid lost visits.

Create client record and lead task from social lead