Create lead card, log row, and alert team
Create lead card, log row, and alert team
You get Facebook lead submissions with messy contact and DOB data that slow qualification and take VA time. Leads are converted to formatted cards, logged to sheets, and sales are notified within minutes.
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Overview
When ad leads arrive with messy contact details, your VAs spend time cleaning data and reps lose momentum. This flow standardizes incoming leads into a document, logs them to shared sheets, and alerts sales by email and SMS within minutes so reps can act fast.