Add incoming lead form entries to team lead sheet

Your travel insurance lead form submissions arrive untracked, leaving reps without context for outreach. Leads are logged to a central sheet and coordinators are alerted so outreach starts same day.

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Overview

Leads from social forms often arrive without context, slowing reps and muddying analytics. With this flow, every travel-insurance lead is recorded, enriched with a readable source and timestamp, and emailed to coordinators so outreach can start within minutes.