Add form signups to lead sheet and CRM

Your intake form responses arrive untracked, leaving reps without context and slowing follow-up. This captures each submission into your leads sheet and CRM so managers can start outreach same day.

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Overview

Unprocessed intake forms create follow-up gaps and waste reps' time. This flow captures every submission into your leads sheet and creates CRM entries so campaign managers and clinic coordinators can begin targeted outreach same day. That reduces manual entry and ensures outreach-ready context within minutes.