Add loan form entries to central marketing sheet

Your loan form submissions go unprocessed, delaying nurture and causing missed outreach for campaign managers. This logs each submission to a central sheet so your team can begin outreach the same day.

Overview

When loan inquiries pile up, campaign managers can’t follow up quickly and high-intent prospects cool. This workflow captures every submitted form into a central marketing sheet, normalizes tenure values, and surfaces qualifying leads so outreach can start the same day.