Create validated CRM leads and deals from ad forms
Create validated CRM leads and deals from ad forms
Your ad leads often include messy phones and duplicates, leaving project managers unclear on assignment. Leads are validated and added as person and deal records so owners can act same day.
Overview
When ad leads arrive with messy phones or duplicates, project timelines stall and owners waste time cleaning records. This flow validates phones, deduplicates by email, and creates person+deal records so project managers and campaign owners can assign follow-up and start outreach the same day.