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Create prospect records from new social lead form signups

Create prospect records from new social lead form signups

You get social lead signups with unparsed names and messy phones, leaving staff without contact context. Leads become prospect records and your team gets an email for same-day outreach.

Create prospect records from new social lead form signups

Overview

Unparsed social lead submissions waste front-desk time and let prospects cool. This flow converts each form signup into a standardized prospect record and fires an email alert so staff can book or call within the same business day.

Create prospect records from new social lead form signups