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Create pre-sales deals from paid ad form contacts

Create pre-sales deals from paid ad form contacts

Your paid ad contacts arrive without a deal, so pre-sales can't prioritize leads or see campaign context. Create deals automatically so pre-sales have qualified prospects for same-day outreach.

Create pre-sales deals from paid ad form contacts

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Overview

Paid-ad leads should not sit as orphaned contacts — they need to become actionable deals. This flow creates pre-sales deals, tags campaign and property context, and gets qualified prospects to coordinators for same-day outreach.

Create pre-sales deals from paid ad form contacts