Create CRM contact and send prospect welcome messages

Your Facebook lead form submissions arrive without scheduling context, so quote requests sit untriaged and site visits are delayed. Contacts are recorded and messaged for same-day outreach.

Create CRM contact and send prospect welcome messages

Overview

Paid-social form leads need immediate attention or onsite estimates get missed; this flow captures every submission and creates an actionable CRM record. It also sends an SMS and email so prospects are contacted for same-day or next-business-day scheduling.

Create CRM contact and send prospect welcome messages