Add intake form entries to purchase tracker and notify team
Add intake form entries to purchase tracker and notify team
Your intake form rows sit in a raw sheet, causing manual consolidation and delayed outreach. It creates a cleaned tracker row and posts a Slack alert so coordinators act same day.
Overview
Intake form responses often sit in an unmanaged sheet, forcing marketing ops into manual consolidation and slowing follow-up. This workflow centralizes entries into a tracked row and alerts program coordinators so outreach starts same day and no inquiry slips through.