Add membership leads to intake spreadsheet and email

Your membership leads arrive scattered, leaving coordinators without a single intake list and delaying callbacks. Leads populate a shared sheet and trigger an email so coordinators can call the same day.

Add membership leads to intake spreadsheet and email

Overview

Untracked membership leads slow follow-up and reduce conversions. This flow centralizes every incoming lead into a shared intake sheet and emails your membership coordinator so outreach can happen the same day.

Add membership leads to intake spreadsheet and email