Create new lead record from social ad submissions

You get unstructured social ad lead forms that delay advisor follow-up and force manual data entry. Route and normalize each lead into your intake system so prospects are contacted same day.

Overview

Unstructured social ad leads create manual work and slow outreach, which cools high-intent prospects. This flow converts each form submission into a tidy intake record and posts it to your intake system so advisors can contact leads same day and start pension assessments.