Create intake records from paid lead forms for sales
Create intake records from paid lead forms for sales
Your paid lead form entries arrive with inconsistent contact and project details, delaying outreach. Leads are normalized and sent to intake so reps can reach prospects same day.
Overview
Unstandardized paid leads force reps to clean records instead of calling prospects. This flow normalizes submissions and posts them to intake so sales and project coordinators can contact leads same day, reducing missed opportunities before qualification.