Add incoming form leads to master leads sheet
Add incoming form leads to master leads sheet
Form submissions arrive unstructured, scattering contact details and delaying outreach. It logs each submission to your master leads sheet and creates an intake card for same-day follow-up.
Overview
Inconsistent intake means missed follow-ups and lower conversion from campaigns. This flow captures every form submission into a single master leads sheet and creates intake cards so your campaign managers and sales reps can act the same day and keep pipeline hygiene intact.