Add form submissions to live lead and report sheets
Add form submissions to live lead and report sheets
Form submissions aren't recorded in your tracking sheet, delaying follow-up and skewing counts. They are added to the live lead feed and monthly report so managers can act quickly.
Overview
When intake forms fail to reach tracking sheets, campaign managers can miss timely outreach and reports become unreliable. This flow writes every submission to the live lead feed and the monthly report so marketing operations can follow up within minutes and trust month-end counts.