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Create new client intake leads from social ad forms

Create new client intake leads from social ad forms

Your social ad signups lack context and formatted contact details, causing slow intake and unanswered prospects. They get recorded and emailed to your intake team so coordinators can follow up same day.

Create new client intake leads from social ad forms

Overview

Unstructured social leads slow down intake and let potential clients slip away. This flow captures form responses, creates a clean intake record, and emails your intake coordinator so follow-up happens same day.

Create new client intake leads from social ad forms