Create CRM lead and log submission to sheet
Create CRM lead and log submission to sheet
Your social lead submissions arrive unstructured, leaving admissions and sales teams without the prospect context they need. Leads are added to the CRM and a reporting sheet for same-day follow-up.
Overview
Unstructured social leads slow admissions and sales outreach and create reporting gaps. This flow turns each submission into a CRM lead and a reporting row so coordinators can follow up the same day and keep the pipeline moving.