Create intake record and notify intake team immediately
Create intake record and notify intake team immediately
You receive paid social lead forms with incomplete intake fields, so your intake team lacks contact context and follow-up cues. It logs each lead and emails intake staff for same-day follow up.
Overview
When paid social lead forms arrive with inconsistent fields, intake slows and follow-up loses context. This flow centralizes each incoming lead, logs it to your intake list, emails intake staff, and runs a reusable sub-workflow so prospects can be contacted same day.