Create contact and deal from ad leads fast

You get ad form submissions lacking owner assignment, delaying follow-up and losing prospect context. The flow assigns owners and creates contact and deal records so reps can follow up same day.

Overview

When ad leads arrive without owners, reps waste time chasing context and prospects cool off. This flow captures each form submission, logs it, assigns an owner, and creates the contact and deal so reps can start outreach same day. It tightens handoff between project managers and sales for faster qualification and follow-up.