Add funnel inquiries to leads sheet and notify team
Add funnel inquiries to leads sheet and notify team
You get funnel inquiries without structured contact data, leaving referral coordinators missing context. Leads go to a shared sheet and the team is alerted so outreach starts same day.
Workflow preview:
Zap details:
Overview
Unstructured funnel signups slow down referral coordinators and let prospects cool off. This flow converts every opt-in into a clean, shared lead row and fires an immediate team email so outreach can start the same day.