Add incoming lead form submissions to lead tracker

Your prospect intake forms arrive as raw payloads, leaving leads unstructured and hard to action. They are appended to a shared sheet so coordinators can prioritize outreach same day.

Overview

Raw intake payloads create friction and slow your reps down; coordinators spend time normalizing data instead of engaging prospects. This flow extracts contact and investment details, routes the record, and appends structured rows to a shared lead sheet so coordinators can act within hours.