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Create or update lead records from social ads

Create or update lead records from social ads

You get ad lead form signups with messy phones that delay case intake and slow claimant outreach. Leads are cleaned and added to your outreach list so coordinators can follow up same day.

Create or update lead records from social ads

Overview

Inbound ad leads often arrive with inconsistent phone formatting that stalls claimant intake and outreach. This flow standardizes incoming contacts and creates or updates recipient records so coordinators can contact leads the same day and start cases faster.

Create or update lead records from social ads