Create CRM lead and log form entries to sheet
Create CRM lead and log form entries to sheet
Your social lead form submissions arrive inconsistently, leaving admissions staff without contact context for outreach. Leads are created and logged so you can qualify and assign prospects same day.
Overview
When social ad leads don't land in CRM, admissions and sales teams can't act and prospects cool off. This flow captures each ad form submission as a CRM lead and logs it to a shared sheet so teams can qualify and assign prospects same day.