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Create contact and trigger call for new social leads

Create contact and trigger call for new social leads

Your social lead form submissions often arrive without call requests, leaving coordinators unsure who to call and when. This routes contacts into CRM and creates a call request for same-day outreach.

Create contact and trigger call for new social leads

Overview

Warm social leads cool quickly when call intent isn't captured; coordinators lose momentum and enrollment opportunities. This flow captures each lead into your CRM and issues an agent call request so staff can pursue prospects same day.

Create contact and trigger call for new social leads