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Create sales lead and SMS contact from social form

Create sales lead and SMS contact from social form

Your social lead entries arrive without owner or proposal context, delaying quotes and first-touch outreach. Leads go into your proposal pipeline and SMS list so reps can follow up within minutes.

Create sales lead and SMS contact from social form

Overview

Social lead forms can sit unassigned and slow quoting; this flow makes each form actionable by creating a proposal lead and adding a contact for SMS outreach. Reps get prospect context and a direct outreach channel so they can begin contact within minutes and shorten time-to-quote.

Create sales lead and SMS contact from social form