Add appointment form submissions to assigned owner spreadsheets

Your appointment form submissions can land unassigned, causing missed prep and delayed outreach for coordinators. Coordinators get organized owner-specific intake and can follow up the same day.

Add appointment form submissions to assigned owner spreadsheets

Overview

If appointment intake is scattering across inboxes or leaving coordinators unprepared, submissions slip through the cracks. This flow routes each form to the right owner spreadsheet so marketing ops and coordinators have organized intake and can follow up the same day.

Add appointment form submissions to assigned owner spreadsheets