Create parsed lead records from social form submissions
Create parsed lead records from social form submissions
Your social lead form responses arrive messy, leaving intake teams without clean patient names or service context for outreach. Parsed leads enter CRM ready for intake team to follow up the same day.
Overview
Messy social leads create extra work for intake and slow down bookings. This flow parses names and ad metadata, enriches contact records, and creates CRM-ready leads so intake coordinators can act and schedule appointments the same day. It reduces manual cleanup and accelerates initial outreach.