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Create CRM lead and send two follow-up emails

Create CRM lead and send two follow-up emails

You get social ad leads with incomplete phones and company info, so reps can't prioritize outreach. Leads go to CRM, an internal alert is sent, and a customer receipt email goes out within 24 hours.

Create CRM lead and send two follow-up emails

Overview

When social ad leads arrive with missing details, reps waste hours chasing contacts and opportunities cool. This flow captures every lead into CRM, alerts owners, and sends an instant receipt so first contact happens within 24 hours.

Create CRM lead and send two follow-up emails