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Create intake lead from social form and notify intake team

Create intake lead from social form and notify intake team

Your social lead form responses land in email and spreadsheets without a single contact record for intake. Leads are logged, emailed to intake, and posted to your CRM so you can follow up same day.

Create intake lead from social form and notify intake team

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Overview

Unstructured social lead forms create manual work and slow down intake teams. This flow centralizes each submission, notifies intake, and seeds your CRM so coordinators can contact prospects the same day and reduce lead decay.

Create intake lead from social form and notify intake team