Create personalized lead PDF and add to list

You get social lead submissions with inconsistent contact info and no formatted lead packet. Leads are normalized, a PDF is generated, and records added for same-day follow-up.

Overview

When social leads arrive with messy or missing contact details, reps waste time and prospects cool. This flow standardizes the data, creates a personalized PDF lead card, and deposits the record into your tracking sheet so reps can act same day.