Add new client leads to shared lead sheet

You get client signups in an intake feed with no central record, causing delayed callbacks. The workflow captures each signup into your lead sheet and notifies sales for same-day follow-up.

Workflow preview:

Zap details:

Overview

New client signups too often sit in an intake feed and never reach reps in time, costing conversations and revenue. This flow centralizes each signup into a shared lead sheet, fires a server-side lead event for ad attribution, and emails sales so reps can act the same day.