Add intake leads to central sheet and notify team
Add intake leads to central sheet and notify team
You get intake submissions that aren't tracked centrally, delaying triage and early outreach. It logs each lead to a central sheet and emails intake staff so follow-ups happen same day.
Overview
Intake submissions must land in one place or your team misses early contact windows and campaign momentum. This flow captures every web lead into your central sheet and notifies intake staff immediately, enabling same-day triage and faster client capture.