Add inbound form leads to sales intake sheet
Add inbound form leads to sales intake sheet
Your intake form submissions arrive without structured lead context, causing missing consent and contact info for reps. Capture submissions into your intake sheet and route leads for same-day follow-up.
Overview
Unstructured intake slows reps and creates missed outreach. This flow captures each form submission into your intake sheet and posts a lead payload to your sales intake endpoint so reps can reach out the same day.