Social Lead Capture Router

Leads from social or quote inquiries can be lost, duplicated, or routed without enough context for timely action.

Validates incoming lead and quote requests, checks for existing records, updates or creates the right lead entry, and routes qualified inquiries to the next customer or sales step.

Structured lead capture gives teams a clean source of truth and shortens the path from social inquiry to action.

1. 1Social inquiry → Lead validation → Existing-record check → Lead update or creation → Next action

• Organizes leads from social channels and quote requests
• Reduces duplicate records and manual routing
• Improves speed from inquiry to qualification and next action