Keep sales reps' CRM contacts refreshed for ad leads

Sales reps lose follow-ups when ad form leads carry stale phone, email, or UTM data, muddying pipeline reporting. Keep CRM contacts refreshed so reps follow up quickly and attribution stays accurate.

Overview

Stale contact info from ad leads costs momentum and clouds pipeline accuracy. This workflow keeps CRM records current with incoming ad form updates so sales reps follow up with correct phones, emails, and campaign source, driving faster response and clean attribution.

Notable Features

Update contact fields on submit
Match existing contacts by email
Add campaign source to records