Create CRM-ready lead, add to table and notify owners
Create CRM-ready lead, add to table and notify owners
Facebook lead form submissions arrive scattered across tools, delaying callbacks. Route each lead into your contact list, intake table, and owner inbox so follow-up happens same day.
Overview
When ad-form leads land in different systems, your reps lose momentum and opportunities slip. This flow centralizes intake—recording leads, creating board tasks, and alerting owners—so reps can act and managers see intake the same day.