Keep marketing ops notified of new regional social leads

Marketing ops lose social leads, leaving regional reps without contact details and missing prospects. Route social leads to the right regional inbox so reps get contact details and follow up.

Overview

Social leads slipping between regions cost prospects and revenue. This workflow routes each new social lead to the correct regional inbox and creates a CRM record so reps get contact details and can follow up quickly. Marketing teams report faster response times and zero missed follow-ups.

Notable Features

Route leads to regional inboxes
Alert regional reps by email
Log each lead to CRM