Add new bundle leads to lead sheet and alert team

Your bundle HVAC form submissions arrive untracked, leaving reps without address or campaign context for fast qualification. Leads are added to a lead sheet and emailed to reps for same-day follow-up.

Overview

Stop leads arriving as unmanaged rows or inbox noise; this flow captures bundle HVAC submissions into a shared lead sheet and emails your reps the details immediately. The team can qualify and route jobs the same day, turning intent into bookings faster.