Add inbound credit leads to sheet and notify team

Your financing form submissions land without a reliable log, so leads go untracked and follow-ups stall. The workflow logs each lead and alerts sales so reps can follow up the same day.

Workflow preview:

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Overview

Uncaptured financing forms cost follow-up windows and revenue. This flow records every submission into your master lead sheet and delivers formatted lead packages to internal sales and your partner within minutes. That means reps get contact-ready details and can call prospects the same day.