Update lead source from form submissions to CRM
Update lead source from form submissions to CRM
Your loan inquiry submissions often miss ad source tags, so paid leads blend into general prospects and priority slips. You receive tagged leads ready for prioritized outreach within an hour.
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Overview
When ad-driven loan inquiries arrive without a clear source, your follow-up loses context and ad ROI is opaque. This flow tags and updates lead records so loan officers see campaign origin and can prioritize outreach within the hour.