Align calendars, import records, verify file transfers. Every one is ready to run, and you can adjust it in plain language.
Clean lead ad contact details and log each inquiry once.
Get Facebook Lead Ads submissions into Google Sheets with cleaner contact details and a status your team can use to review leads.
Reconcile ad form submissions with the sales lead list.
Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.
Pass ad form responses into the CRM with campaign details intact.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
Keep ad leads linked to existing contacts when matches are clear.
Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.
Keep ad form sources and inquiries visible on sales contacts.
Your sales coordinator sees the customer's request and ad source on the linked contact, with a clear status for follow-up or review.