Create CRM prospect and contact from lead ad
Create CRM prospect and contact from lead ad
Your tenant-placement lead ads send mixed names and contacts, so reps lack clear outreach context. The flow creates contact and prospect records so leasing teams can follow up same day.
Overview
Ad leads from tenant-placement forms often arrive with inconsistent names and contacts; this captures and standardizes them into CRM and creates a linked prospect record for leasing teams. That means coordinators have contact and prospect context same day and can prioritize outreach quickly.