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Create prospect records from social leads for deployment

Create prospect records from social leads for deployment

Your social lead form submissions arrive unprocessed, leaving prospect data scattered and slowing client onboarding. You capture and post clean prospect records and notify deployment within minutes.

Create prospect records from social leads for deployment

Overview

As Director of Deployment you need reliable intake so client teams can start onboarding without delay. This flow turns social lead forms into clean prospect records and fires an immediate email alert to deployment, reducing handoff friction and enabling same-day follow-up.

Create prospect records from social leads for deployment