Create CRM lead and alert team from ad forms
Create CRM lead and alert team from ad forms
Your paid social lead forms land unstandardized, delaying broker outreach and missing viewing windows. Leads are standardized, posted to CRM, and emailed to the sales desk for same-day contact.
Overview
Paid-social inquiries must reach brokers in a clean, actionable format or viewing opportunities slip away. This flow standardizes form submissions, creates CRM leads, and notifies the sales desk so brokers can contact prospects within minutes.