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Create contact records and spreadsheet rows from leads

Create contact records and spreadsheet rows from leads

Your social lead form submissions often include unformatted phone numbers and no usable contact record, so enrollment advisors can't start outreach promptly. Leads arrive complete for same-day contact.

Create contact records and spreadsheet rows from leads

Overview

Social lead forms often arrive with messy phones and no contact record, slowing outreach and enrollment. This flow creates standardized contact records, appends rows to your lead workbook, and pushes a ready outreach link so advisors can engage prospects the same day.

Create contact records and spreadsheet rows from leads