Create intake records from social lead ads for project team
Create intake records from social lead ads for project team
Your lead ad signups land without project context, leaving program coordinators unable to schedule intake calls or assign owners. Leads arrive in intake-ready form so coordinators can act the same day.
Overview
Lead ads often arrive without the intake context coordinators need, delaying scheduling and ownership assignment. This workflow delivers intake-ready records to your intake system within minutes so program coordinators can assign and schedule follow-ups the same day.