Add incoming form submissions to client tracking spreadsheet
Add incoming form submissions to client tracking spreadsheet
You miss client form submissions when external intake webhooks arrive untracked, causing requests to go unassigned. Centralize entries into one sheet so intake coordinators can assign them same day.
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Overview
When intake forms land in different places, requests can go unassigned and slow your response time. This flow captures every incoming submission into a centralized sheet so intake coordinators can triage and assign leads the same day.