Create new lead card from social form submissions
Create new lead card from social form submissions
Your social ad lead submissions are unstructured and require manual entry, delaying follow-up. Leads become tracked items for program coordinators to act on, enabling same-day outreach.
Overview
Unstructured social leads mean manual entry and slow outreach, which costs bookings. This flow turns each ad submission into a tracked board item so program coordinators and sales reps can start outreach within minutes, enabling same-day contact.