Add inbound lead form entries to intake rows

Leads from your social lead forms land untracked, leaving estimate requests without context and delaying outreach. The workflow delivers each lead into your intake rows so your sales team can follow up the same day.

Workflow preview:

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Overview

Stop letting staircase estimate inquiries slip through because leads arrive unstructured. This flow captures each lead form submission, normalizes contact details, and delivers a ready record into your intake so reps can follow up the same day. Implementing this removes manual triage and speeds initial outreach.