Create prospect records from ad leads for classes
Create prospect records from ad leads for classes
Your ad lead form submissions for class trials arrive with inconsistent contact details, stalling outreach. The workflow creates complete prospect records so advisors can follow up the same day.
Overview
Paid social signups are time-sensitive—an inconsistent lead record means missed trial bookings and wasted ad spend. This flow turns each form submission into a normalized prospect record and alerts enrollment staff, enabling same-day outreach and higher booking velocity.