Add lead to CRM, log in sheet, email owner

Decision-tree leads often miss CRM and sheet sync, causing follow-up delays for loan officers. Capture contacts, add rows to a leads sheet, and notify the owner so reps respond within minutes.

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Overview

When decision-tree leads don't reach your CRM, reps lose momentum and prospects cool off. This flow captures each submission as a CRM contact, logs a row for reporting, and notifies the owner so loan officers can respond within minutes.