Create new lead, notify team, and log contact

You get social lead submissions without a central contact, so reps lack context to follow up quickly. Leads are logged, contacts created, and team alerted for same-day outreach.

Overview

Incoming social leads are only valuable if your reps can act on them immediately; messy or unlogged leads slow outreach and increase friction. This workflow turns each form submission into a contact, a logged sheet row, and an email plus chat alert so your team can reach out the same day.