Keep CEO informed of paid social ad prospects

Sales reps miss paid social leads when form submissions go unentered, causing missed follow-ups and stalled deals. Create prospect records flagged to contact so reps and the CEO prioritize outreach.

Overview

Paid social prospects slip through when submissions never make it into your CRM, stalling deals and wasting ad spend. This workflow captures every paid ad form submission as a prospect flagged 'to contact', routing visibility to the CEO and sales reps so outreach is prioritized and missed follow-ups are eliminated.

Notable Features

Create prospect records automatically
Flag new leads to contact
Notify CEO and sales reps