Create contact and send welcome email to leads
Create contact and send welcome email to leads
Social ad form submissions often arrive untracked, leaving you without applicant contact details and slowing booking. Create a contact and send a booking email so advisors can secure calls same day.
Overview
As a small mortgage brokerage, every ad inquiry that isn't recorded risks losing a booking and wasting advisor time. This flow captures each lead into your contact list and fires an immediate booking email so advisors can secure calls the same day.