Add incoming lead form responses to screening sheet

Your lead ad responses arrive untracked, leaving support unable to screen participants or schedule follow-ups. Centralize entries so coordinators can triage qualified respondents same day.

Overview

Untracked lead responses mean slower triage and missed research opportunities; your coordinators need a reliable intake feed. This workflow captures every incoming form entry into a central screening sheet and alerts your ops team so qualified respondents get same-day outreach.