Create qualified case lead and notify intake team
Create qualified case lead and notify intake team
Your social lead form submissions contain messy phones and incomplete intake details, delaying case triage. Leads are formatted, stored, and emailed to intake coordinators for same-day outreach.
Overview
When paid social leads arrive with messy phones and missing intake context, intake coordinators waste time and prospects grow cold. This flow standardizes contact data, logs each lead to a campaign sheet, and delivers a concise intake email so coordinators can start same-day triage.