Create CRM leads from social test-drive form signups
Create CRM leads from social test-drive form signups
Your social lead form test-drive signups land without booking context, so coordinators can't confirm appointments. It creates CRM lead records so support coordinators can confirm bookings same day.
Overview
When social signups lack context, coordinators scramble and bookings slip. This flow captures each form submission, normalizes phone and contact data, and creates CRM leads so support coordinators and reps can confirm appointments the same day.