Create CRM contact and deal records from social leads
Create CRM contact and deal records from social leads
Your social lead submissions often have merged names and missing contacts, forcing intake coordinators into manual fixes. Leads become CRM contacts and deals with an SMS follow-up link, enabling outreach the same day.
Overview
Stop letting social leads sit uncontacted: this flow turns each form submission into a CRM contact and linked deal, and sends an SMS with a short intake link. Sales and intake coordinators can begin outreach the same day, reducing manual cleanup and speeding first contact.