Create contact records from ad form leads for intake
Create contact records from ad form leads for intake
Your ad form leads arrive without intake context, leaving client intake staff unable to prioritize new enquiries. Contacts are cleaned and routed to your contact list so intake can follow up same day.
Overview
When ad form leads arrive as raw submissions, intake coordinators waste time cleaning records and follow-up is delayed. This flow standardizes contact data, applies source tags, and places leads into the intake campaign so your intake team can reach prospects same day.