Create deals from social lead ads by intake stage
Create deals from social lead ads by intake stage
Your lead form submissions arrive unstaged, leaving intake teams unsure which prospects need urgent outreach. Leads become staged CRM deals with WhatsApp prompts so reps contact them within minutes.
Overview
When social lead forms arrive unstaged, intake teams waste time triaging and hot prospects risk going cold. This flow converts submissions into stage-tagged CRM deals and fires WhatsApp reminders so reps contact prospects within minutes.