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For financial services: Capture Facebook leads into appointment records

For financial services: Capture Facebook leads into appointment records

Financial advisors lose Facebook leads when contact info is missed, causing missed consults and cooling prospects. Zapier creates appointment records so advisors follow up and schedule consults.

For financial services: Capture Facebook leads into appointment records

Overview

Financial advisory pipelines stall when Facebook leads aren't captured and consultations go unscheduled. This workflow ensures every form lead becomes an appointment record and alerts advisors so follow-up happens before prospects cool. IT leaders get reliable records and sales see dramatically fewer missed consultations.

Notable Features

  • Create appointment records from Facebook
  • Capture full contact details
  • Send alerts to sales reps

For financial services: Capture Facebook leads into appointment records